Stock Analysis Dashboard

Professional sector-specific stock evaluation

Professional Stock Analysis Platform

Our dashboard evaluates stocks through two research-validated profiles: Academic (50% quality/ROIC-focused) and Growth-Based (40% growth/revenue momentum). Each stock is scored across four dimensions: Quality (ROIC, FCF, margins), Growth (revenue/EPS trends), Valuation (PEG, P/E), and Historical (moat durability).

Dual-Profile Intelligence: Toggle instantly between frameworks built on McKinsey ROIC studies, Wharton research, and Damodaran valuation theory.

Sector-Specific Benchmarks: Technology stocks need 25%+ ROIC and tolerate 50x P/E. Utilities target 7% ROIC and emphasize dividends (40% weight). Financials accept 8x debt/equity. Energy requires 8%+ FCF yield with cyclical adjustments. Each of 11 sectors judged by industry-appropriate metrics.

Complete Transparency: Click any stock for full breakdown—every score component, sector benchmark comparison, and research methodology explained. Professional-grade analysis with zero black boxes.

Research Profile Active: Academic Research

McKinsey ROIC persistence study + Damodaran value framework - Quality-focused approach where ROIC dominance drives long-term returns.

Quality Weight: 50%
Growth Weight: 20%
Valuation Weight: 15%
Historical Weight: 15%
Stock
Price | Sector		 P/E
Forward		 PEG Debt/Eq
Current R.		 ROE
Profit M.		 FCF/Share
FCF Yield		 Sales
5Y CAGR		 EPS
5Y CAGR		 Recent Growth
TTM		 Val
(0-10)		 Quality
(0-10)		 Growth
(0-10)		 Historical
(0-10)		 Total
AAPL
$269.77
Technology		 36.2
Fwd: 29.9		 3.61 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.0 9.2 7.2 5.3 7.7
AWI
$187.08
Industrials		 26.8
Fwd: 22.2		 1.84 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 6.1 8.2 5.3 6.0 7.1
ADBE
$327.35
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.92
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 7.5 3.4 9.0 9.2 5.9
DECK
$79.81
Consumer Cyclical		 11.8
Fwd: 11.6		 1.68 0.14
3.1		 43.3%
19.4%		 $6.72
8.4%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.4 1.0 9.1 9.5 4.9
ABNB
$120.53
Consumer Cyclical		 29.1
Fwd: 25.1		 2.73 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 3.9 3.5 8.6 5.1 4.8
ODD
$39.96
Technology		 22.3
Fwd: 17.9		 1.20 0.07
6.3		 30.4%
14.7%		 $2.33
5.8%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 7.9 1.0 10.0 7.9 4.6
ADP
$252.36
Technology		 24.9
Fwd: 21.1		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 3.9 2.9 7.4 7.3 4.6
ACAD
$21.65
Healthcare		 13.9
Fwd: 30.2		 N/A 0.05
3.0		 35.0%
24.9%		 $1.11
5.1%		 23.1% N/A EPS: +627.8% | Sales: +12.7% 5.7 3.0 7.7 5.7 4.5
APPF
$250.27
Technology		 44.9
Fwd: 39.2		 1.96 0.08
2.9		 44.7%
22.5%		 $5.89
2.4%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 5.4 1.0 9.4 9.3 4.4
ADSK
$294.86
Technology		 61.1
Fwd: 26.1		 3.86 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 3.7 1.6 9.0 8.9 4.4
EXEL
$40.80
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.2 1.0 8.8 8.2 4.4
APP
$621.36
Communication Services		 78.3
Fwd: 42.6		 1.26 2.38
3.2		 230.7%
49.3%		 $9.91
1.6%		 36.5% 84.3% EPS: +180.2% | Sales: +28.7% 5.4 1.0 10.0 7.6 4.4
MELI
$2128.33
Consumer Cyclical		 52.0
Fwd: 34.6		 1.66 2.08
1.2		 40.6%
7.9%		 $130.49
6.1%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 5.6 1.0 8.8 8.2 4.4
ASML
$1029.20
Technology		 38.5
Fwd: 34.0		 1.71 0.14
1.3		 51.7%
29.4%		 $25.16
2.4%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 6.5 1.0 8.4 9.1 4.3
PAYC
$164.01
Technology		 20.4
Fwd: 16.4		 1.92 0.05
1.1		 28.6%
22.6%		 $6.78
4.1%		 20.6% 23.6% EPS: -10.6% | Sales: +9.7% 6.4 1.0 8.0 9.8 4.3
AMAT
$233.53
Technology		 27.8
Fwd: 24.5		 3.53 0.35
2.5		 35.6%
23.9%		 $7.31
3.1%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.0 2.4 7.7 6.9 4.3
DXCM
$58.02
Healthcare		 32.3
Fwd: 23.2		 1.45 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 6.1 1.0 9.6 8.8 4.3
LULU
$163.55
Consumer Cyclical		 11.2
Fwd: 12.9		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 1.0 7.9 7.7 4.3
DUOL
$193.74
Technology		 24.6
Fwd: 43.1		 0.55 0.07
2.8		 36.2%
40.0%		 $7.16
3.7%		 60.3% N/A EPS: +68.5% | Sales: +39.9% 8.6 1.0 8.2 7.5 4.3
NVDA
$188.08
Technology		 53.5
Fwd: 28.1		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 6.1 1.0 8.5 8.9 4.3
PGR
$209.61
Financial		 11.5
Fwd: 12.8		 2.14 0.19
0.7		 34.2%
12.6%		 $29.07
13.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 5.3 1.0 9.5 9.4 4.3
FTNT
$80.54
Technology		 33.2
Fwd: 27.8		 3.11 1.35
1.0		 228.0%
28.6%		 $2.65
3.3%		 22.5% 42.9% EPS: +48.1% | Sales: +14.8% 4.0 1.0 9.1 9.4 4.2
QFIN
$22.58
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 9.6 1.0 7.5 7.4 4.2
PCTY
$138.42
Technology		 34.6
Fwd: 17.0		 3.43 0.12
1.0		 20.4%
13.8%		 $7.33
5.3%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 3.9 1.0 9.3 9.1 4.2
HALO
$68.39
Healthcare		 14.4
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.4 1.0 8.6 7.0 4.2
PYPL
$66.26
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.0 1.0 8.0 8.0 4.2
EXLS
$38.75
Technology		 26.2
Fwd: 17.7		 1.73 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 5.8 1.0 9.0 7.9 4.2
DASH
$196.46
Consumer Cyclical		 99.8
Fwd: 54.4		 0.61 0.34
2.0		 10.1%
6.8%		 $4.87
2.5%		 64.7% N/A EPS: +283.9% | Sales: +24.5% 7.9 1.0 7.7 6.0 4.2
MEDP
$592.19
Healthcare		 41.4
Fwd: 35.8		 3.11 0.49
0.6		 73.7%
18.4%		 $24.02
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 3.4 1.0 10.0 9.3 4.1
CMG
$30.56
Consumer Cyclical		 26.9
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 3.9 1.0 9.0 7.7 4.1
GOOGL
$284.75
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 6.2 1.0 7.5 8.6 4.1
RMD
$249.65
Healthcare		 25.6
Fwd: 20.6		 2.25 0.14
2.9		 25.4%
27.4%		 $12.11
4.9%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 4.5 1.0 9.0 9.1 4.0
CPRX
$20.99
Healthcare		 12.2
Fwd: 12.4		 1.20 0.00
6.6		 27.5%
37.6%		 $1.92
9.1%		 36.9% 34.3% EPS: +197.0% | Sales: +25.6% 7.6 1.0 8.9 6.8 4.0
BKNG
$4899.05
Consumer Cyclical		 31.8
Fwd: 18.4		 1.80 N/A
1.3		 N/A
19.4%		 $257.98
5.3%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 6.8 1.0 7.0 6.9 4.0
ETSY
$56.80
Consumer Cyclical		 39.7
Fwd: 22.4		 4.92 N/A
3.2		 N/A
6.4%		 $6.44
11.3%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 1.0 7.8 8.4 4.0
QLYS
$147.02
Technology		 28.5
Fwd: 19.9		 3.36 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 3.9 1.0 9.2 7.8 4.0
NFLX
$1097.02
Communication Services		 45.8
Fwd: 33.9		 1.79 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 5.8 1.0 7.7 8.0 4.0
ABT
$124.95
Healthcare		 15.7
Fwd: 22.0		 1.51 0.25
1.7		 30.6%
31.7%		 $3.98
3.2%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 6.3 2.2 6.5 6.0 4.0
MSFT
$497.10
Technology		 35.4
Fwd: 26.5		 2.01 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 5.2 1.0 7.4 9.1 4.0
ABBV
$219.04
Healthcare		 165.3
Fwd: 15.1		 9.56 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 2.8 6.5 5.8 4.0
DT
$46.06
Technology		 27.6
Fwd: 25.1		 1.83 0.03
1.5		 20.6%
27.3%		 $1.58
3.4%		 25.5% N/A EPS: +214.5% | Sales: +18.5% 6.2 1.0 7.8 7.6 4.0
PINS
$26.28
Communication Services		 9.1
Fwd: 13.1		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.3%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 9.2 1.0 7.0 5.9 4.0
INTU
$653.64
Technology		 47.7
Fwd: 24.9		 3.39 0.34
1.4		 20.3%
20.6%		 $21.82
3.3%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 3.9 1.0 8.1 8.9 3.9
ANET
$134.02
Technology		 51.0
Fwd: 40.0		 2.43 0.00
3.2		 31.7%
39.7%		 $3.22
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 3.8 1.0 9.7 6.6 3.9
NSSC
$42.81
Industrials		 34.9
Fwd: 27.9		 2.09 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 3.8 1.0 8.9 7.9 3.9
META
$618.94
Communication Services		 27.4
Fwd: 20.8		 2.27 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 4.2 1.0 7.8 8.4 3.9
YOU
$32.02
Technology		 17.2
Fwd: 25.1		 N/A 0.95
0.9		 128.7%
21.2%		 $2.30
7.2%		 32.0% N/A EPS: +135.7% | Sales: +19.9% 6.2 1.0 9.2 5.5 3.9
MPWR
$958.07
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 6.4 1.0 7.6 7.4 3.9
SCHW
$94.20
Financial		 22.1
Fwd: 16.9		 0.84 0.56
1.2		 17.0%
28.6%		 $21.71
23.0%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.4 1.0 7.2 6.5 3.9
ROL
$58.65
Consumer Cyclical		 55.1
Fwd: 46.5		 4.25 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 1.0 9.0 7.4 3.9
CPNG
$29.00
Consumer Cyclical		 137.2
Fwd: 55.2		 1.08 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 6.8 1.0 7.0 5.7 3.8
GDDY
$132.95
Technology		 22.9
Fwd: 18.6		 2.12 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 5.3 1.0 8.0 7.3 3.8
PTC
$173.93
Technology		 28.3
Fwd: 20.4		 6.04 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +72.6% | Sales: +19.2% 4.1 1.0 8.2 7.8 3.8
CRM
$239.27
Technology		 34.8
Fwd: 18.8		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 3.9 1.0 7.6 8.7 3.8
AMZN
$243.04
Consumer Cyclical		 34.3
Fwd: 31.0		 1.71 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 4.6 1.0 7.5 7.1 3.8
KLAC
$1206.40
Technology		 37.9
Fwd: 28.9		 3.43 1.22
2.6		 99.2%
33.8%		 $29.47
2.4%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.0 1.0 8.7 7.1 3.8
AZO
$3673.66
Consumer Cyclical		 25.4
Fwd: 20.1		 2.09 N/A
0.9		 N/A
13.2%		 $107.64
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 5.1 1.0 7.0 7.3 3.8
NOW
$858.77
Technology		 103.8
Fwd: 42.1		 5.02 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 1.0 8.7 7.5 3.8
ZM
$82.22
Technology		 21.7
Fwd: 13.9		 5.19 0.01
4.4		 13.6%
25.0%		 $6.16
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 1.0 8.8 6.7 3.8
CARG
$33.13
Consumer Cyclical		 26.7
Fwd: 13.4		 1.37 0.45
3.0		 29.2%
14.1%		 $2.31
7.0%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 7.1 1.0 6.8 5.2 3.8
APH
$138.11
Technology		 46.0
Fwd: 35.4		 1.38 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 5.9 1.0 7.4 7.2 3.8
GWW
$952.66
Industrials		 26.6
Fwd: 21.8		 3.65 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.0 1.0 7.9 7.9 3.8
LRN
$70.62
Consumer Defensive		 10.9
Fwd: 9.0		 0.85 0.38
6.8		 23.0%
12.8%		 $8.61
12.2%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 8.8 1.0 9.6 4.7 3.8
MANH
$175.49
Technology		 49.9
Fwd: 32.3		 5.62 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 1.0 9.2 6.1 3.8
FICO
$1674.80
Technology		 63.1
Fwd: 33.6		 2.58 N/A
0.8		 N/A
32.8%		 $32.07
1.9%		 9.0% 27.4% EPS: +34.3% | Sales: +15.9% 3.7 1.0 7.8 8.2 3.8
MTB
$183.30
Financial		 11.3
Fwd: 9.8		 0.89 0.52
0.4		 9.6%
19.8%		 $23.77
13.0%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 8.7 1.0 6.5 6.1 3.8
CPRT
$39.98
Industrials		 25.2
Fwd: 21.2		 2.38 0.01
8.2		 18.6%
33.4%		 $1.27
3.2%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 4.3 1.0 7.7 7.7 3.7
ULTA
$509.85
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.0 1.0 7.7 6.9 3.7
CHTR
$217.86
Communication Services		 6.0
Fwd: 5.1		 0.51 6.24
0.4		 34.8%
9.3%		 $16.97
7.8%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.4 1.0 5.8 6.0 3.7
DOCS
$62.58
Healthcare		 53.7
Fwd: 37.3		 5.24 0.01
6.4		 24.2%
39.9%		 $1.53
2.5%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 1.0 9.8 7.2 3.7
AMD
$237.70
Technology		 117.5
Fwd: 37.4		 2.79 0.06
2.3		 5.3%
10.3%		 $3.36
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 3.2 1.0 7.8 8.1 3.7
MLI
$106.47
Industrials		 15.9
Fwd: 13.8		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 1.0 8.3 4.5 3.7
REGN
$646.87
Healthcare		 15.5
Fwd: 15.1		 4.62 0.09
4.1		 15.2%
32.1%		 $40.18
6.2%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 1.0 8.0 8.4 3.7
NVMI
$314.02
Technology		 42.9
Fwd: 32.9		 2.63 0.19
2.6		 24.2%
29.1%		 $6.80
2.2%		 24.5% 35.3% EPS: +51.2% | Sales: +43.7% 4.0 1.0 8.6 6.2 3.7
CB
$283.05
Financial		 11.8
Fwd: 10.8		 1.42 0.31
0.4		 14.1%
16.5%		 $37.34
13.2%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 6.2 1.0 7.8 6.2 3.6
ONTO
$131.75
Technology		 32.6
Fwd: 23.5		 3.55 0.01
9.6		 10.5%
19.3%		 $4.87
3.7%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 1.0 8.4 6.3 3.6
SBUX
$82.22
Consumer Cyclical		 50.5
Fwd: 27.1		 2.66 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.0 1.0 7.0 7.3 3.6
CDNS
$324.45
Technology		 83.7
Fwd: 40.2		 5.21 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 1.0 7.0 8.8 3.6
BMRN
$51.84
Healthcare		 19.4
Fwd: 11.5		 0.59 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.4 1.0 7.0 4.9 3.6
CTAS
$184.89
Industrials		 41.1
Fwd: 34.5		 3.91 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.0 1.0 8.1 7.6 3.6
DPZ
$401.46
Consumer Cyclical		 23.5
Fwd: 20.5		 2.75 N/A
1.6		 N/A
12.2%		 $18.69
4.7%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 3.9 1.0 7.2 6.9 3.6
WRB
$74.58
Financial		 15.7
Fwd: 16.0		 2.41 0.32
0.4		 20.9%
13.0%		 $8.64
11.6%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 3.9 1.0 8.8 7.0 3.6
PANW
$211.37
Technology		 132.1
Fwd: 49.0		 9.79 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 1.0 7.3 8.2 3.6
VEEV
$291.21
Healthcare		 59.7
Fwd: 34.4		 4.22 0.01
5.6		 13.7%
27.3%		 $8.10
2.8%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 1.0 8.6 7.7 3.6
BRO
$76.42
Financial		 22.9
Fwd: 16.2		 2.18 0.65
1.2		 10.5%
18.0%		 $3.80
5.0%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 4.1 1.0 7.2 8.3 3.6
EPAM
$168.00
Technology		 24.0
Fwd: 13.6		 2.91 0.04
3.2		 11.4%
7.9%		 $7.36
4.4%		 15.6% 11.6% EPS: -0.3% | Sales: +9.7% 4.1 1.0 6.6 8.2 3.6
IR
$77.68
Industrials		 57.6
Fwd: 21.7		 9.69 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 1.0 7.8 7.0 3.6
PWR
$442.90
Industrials		 65.7
Fwd: 35.6		 3.88 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.0 1.0 7.7 7.7 3.6
PODD
$323.40
Healthcare		 98.4
Fwd: 54.3		 3.04 0.97
2.2		 19.2%
10.0%		 $5.62
1.7%		 22.9% 98.8% EPS: -40.5% | Sales: +26.0% 2.4 1.0 8.5 8.0 3.5
USLM
$114.29
Basic Materials		 25.1
Fwd: 23.6		 2.21 0.01
19.0		 24.3%
35.8%		 $3.64
3.2%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 4.2 1.0 8.0 7.0 3.5
WDAY
$224.50
Technology		 103.8
Fwd: 21.2		 4.85 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 1.0 6.4 8.4 3.5
AVGO
$355.59
Technology		 90.8
Fwd: 38.2		 2.57 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 2.9 1.0 7.8 7.2 3.5
ORLY
$95.00
Consumer Cyclical		 32.9
Fwd: 28.6		 3.14 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 3.1 1.0 6.3 8.2 3.5
BMI
$186.74
Technology		 39.8
Fwd: 34.3		 3.59 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 3.9 1.0 8.9 4.7 3.5
IDXX
$713.74
Healthcare		 56.6
Fwd: 49.7		 3.68 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 2.6 1.0 8.3 7.7 3.5
BR
$217.49
Technology		 27.8
Fwd: 21.3		 2.89 1.32
0.9		 38.2%
13.1%		 $11.03
5.1%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 4.1 1.0 7.0 7.1 3.5
LRCX
$162.19
Technology		 35.7
Fwd: 29.1		 2.45 0.44
2.2		 62.3%
29.7%		 $4.42
2.7%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 4.7 1.0 8.3 4.9 3.5
COST
$923.58
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 1.0 8.9 8.9 3.5
JKHY
$163.08
Technology		 24.8
Fwd: 23.4		 3.80 0.01
1.1		 23.4%
19.9%		 $8.20
5.0%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 3.8 1.0 7.2 7.0 3.5
OKTA
$85.87
Technology		 101.2
Fwd: 23.7		 8.03 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 1.0 7.7 6.3 3.5
PH
$834.15
Industrials		 30.8
Fwd: 26.1		 3.83 0.69
1.2		 27.4%
17.8%		 $26.41
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: -0.4% 3.5 1.0 7.8 6.5 3.5
DOCU
$69.73
Technology		 52.6
Fwd: 17.3		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 1.0 7.5 6.5 3.5
POOL
$248.37
Industrials		 22.7
Fwd: 21.4		 4.75 1.01
2.6		 29.2%
7.8%		 $10.60
4.3%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 1.0 7.4 6.4 3.5
PAYX
$112.82
Technology		 25.3
Fwd: 19.1		 3.27 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 4.1 1.0 6.1 8.1 3.5
ZTS
$119.56
Healthcare		 20.1
Fwd: 17.5		 2.48 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 4.3 1.0 6.9 7.7 3.4
SNPS
$396.14
Technology		 31.0
Fwd: 28.2		 3.31 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 3.9 1.0 5.3 9.2 3.4
GS
$787.58
Financial		 16.0
Fwd: 14.2		 1.06 5.24
1.3		 13.6%
12.5%		 $190.70
24.2%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 7.5 1.0 7.5 3.8 3.4
LOW
$231.35
Consumer Cyclical		 19.0
Fwd: 17.4		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 4.0 1.0 7.2 5.4 3.4
TT
$435.60
Industrials		 33.5
Fwd: 29.4		 2.35 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 3.7 1.0 7.0 7.0 3.4
BABA
$167.61
Consumer Cyclical		 19.6
Fwd: 17.5		 2.24 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 4.4 1.0 5.2 7.7 3.4
ELF
$76.54
Consumer Defensive		 54.3
Fwd: 21.9		 6.14 0.80
2.7		 8.8%
5.9%		 $2.50
3.3%		 36.0% 40.4% EPS: -21.4% | Sales: +13.8% 4.0 1.0 7.8 8.2 3.4
GILD
$123.40
Healthcare		 19.1
Fwd: 14.2		 0.73 1.16
1.5		 40.6%
27.9%		 $7.55
6.1%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 8.9 1.0 6.3 4.5 3.4
SE
$153.56
Consumer Cyclical		 77.9
Fwd: 31.2		 1.59 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 4.7 1.0 6.2 5.9 3.4
FAST
$40.77
Industrials		 38.2
Fwd: 33.5		 3.81 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 2.9 1.0 6.1 8.5 3.4
DAL
$57.81
Industrials		 8.2
Fwd: 8.0		 0.82 1.11
0.4		 28.5%
7.4%		 $4.71
8.1%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.0 1.0 4.7 4.5 3.4
HLT
$265.27
Consumer Cyclical		 38.4
Fwd: 29.2		 2.83 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 3.2 1.0 6.8 6.5 3.4
TSLA
$445.91
Consumer Cyclical		 297.9
Fwd: 201.7		 33.63 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 1.8 1.0 7.0 7.5 3.4
MSI
$389.10
Technology		 31.2
Fwd: 23.9		 3.73 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 3.9 1.0 7.0 6.3 3.3
SMCI
$40.33
Technology		 32.2
Fwd: 13.2		 1.66 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 6.1 1.0 5.9 6.2 3.3
TYL
$465.01
Technology		 64.8
Fwd: 37.0		 4.47 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 1.0 6.5 7.5 3.3
SPGI
$490.00
Financial		 35.6
Fwd: 24.8		 2.95 0.36
1.0		 12.6%
28.1%		 $18.03
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 2.7 1.0 7.0 8.3 3.3
ENPH
$31.17
Technology		 21.6
Fwd: 14.8		 12.19 1.24
2.0		 20.3%
12.9%		 $1.66
5.3%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 1.0 6.4 6.7 3.3
AXP
$365.73
Financial		 24.6
Fwd: 21.0		 1.97 1.83
7.2		 33.7%
13.2%		 $27.50
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 4.5 1.0 7.2 6.2 3.3
LMAT
$85.60
Healthcare		 41.6
Fwd: 34.4		 3.25 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.2 1.0 7.1 7.3 3.3
LMT
$468.92
Industrials		 26.2
Fwd: 16.0		 2.20 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 5.3 1.0 5.8 6.2 3.3
NKE
$61.89
Consumer Cyclical		 31.7
Fwd: 24.8		 2.67 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 4.2 1.0 5.7 6.5 3.3
HD
$369.07
Consumer Cyclical		 25.1
Fwd: 22.7		 4.87 5.75
1.1		 193.9%
8.9%		 $14.29
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 1.0 6.4 5.8 3.3
MAR
$281.14
Consumer Cyclical		 29.7
Fwd: 24.9		 2.81 N/A
0.5		 N/A
10.1%		 $7.18
2.6%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 4.0 1.0 6.5 5.5 3.3
V
$336.96
Financial		 33.3
Fwd: 23.3		 2.69 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 2.4 1.0 8.9 6.1 3.3
FITB
$42.54
Financial		 12.7
Fwd: 11.9		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.6 1.0 5.5 3.8 3.2
RSG
$204.23
Industrials		 30.4
Fwd: 27.9		 3.91 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 3.4 1.0 6.9 6.3 3.2
SHOP
$156.05
Technology		 114.3
Fwd: 85.2		 5.33 0.09
3.9		 15.7%
16.6%		 $1.46
0.9%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 1.0 7.8 5.9 3.2
TDY
$506.68
Technology		 29.4
Fwd: 21.4		 3.29 0.24
1.8		 8.1%
13.6%		 $22.12
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.1 1.0 6.0 7.0 3.2
DIS
$110.49
Communication Services		 17.3
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 7.0 1.0 5.3 5.2 3.2
LHX
$285.02
Industrials		 30.6
Fwd: 22.9		 10.85 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 1.0 5.8 6.9 3.2
MA
$553.28
Financial		 35.4
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 2.7 1.0 7.9 6.7 3.2
WST
$275.34
Healthcare		 40.8
Fwd: 35.3		 4.35 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 1.0 6.8 7.0 3.2
QCOM
$173.20
Technology		 35.4
Fwd: 13.8		 15.13 0.70
2.8		 23.3%
12.5%		 $11.88
6.9%		 13.5% 2.1% EPS: +34.2% | Sales: +13.7% 3.9 1.0 6.8 5.7 3.2
TMO
$565.98
Healthcare		 32.7
Fwd: 23.0		 4.39 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 1.0 6.3 6.9 3.2
VRSK
$212.87
Industrials		 32.5
Fwd: 27.7		 3.67 12.98
1.2		 270.5%
30.4%		 $8.01
3.8%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 3.1 1.0 7.8 5.0 3.2
FSLR
$271.98
Technology		 20.9
Fwd: 12.1		 0.65 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.4 1.0 4.6 4.6 3.2
GGG
$81.24
Industrials		 27.8
Fwd: 25.6		 3.64 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 3.4 1.0 6.5 6.3 3.2
QSR
$68.16
Consumer Cyclical		 24.3
Fwd: 17.0		 2.60 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 3.9 1.0 5.7 6.0 3.2
TDG
$1271.60
Industrials		 42.2
Fwd: 31.6		 3.85 N/A
3.1		 N/A
20.4%		 $33.83
2.7%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.2 1.0 6.5 6.3 3.2
GD
$340.30
Industrials		 22.1
Fwd: 19.8		 1.95 0.40
1.4		 17.8%
8.2%		 $17.82
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 5.0 1.0 5.5 5.8 3.1
ICE
$147.52
Financial		 26.9
Fwd: 19.6		 2.35 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 3.6 1.0 6.5 6.9 3.1
MNST
$66.31
Consumer Defensive		 41.4
Fwd: 31.2		 3.29 0.00
3.5		 24.1%
20.5%		 $1.90
2.9%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 2.7 1.0 8.2 7.5 3.1
SHW
$333.66
Basic Materials		 32.6
Fwd: 26.5		 4.19 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 1.0 7.1 6.5 3.1
CINF
$161.38
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.89
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 4.0 1.0 5.8 7.1 3.1
CTSH
$72.83
Technology		 16.9
Fwd: 13.0		 1.94 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 5.5 1.0 5.6 5.8 3.1
DDOG
$190.82
Technology		 551.3
Fwd: 85.0		 37.30 0.40
3.4		 4.5%
4.1%		 $2.65
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.0% 2.0 1.0 6.8 6.5 3.1
EXR
$131.06
Real Estate		 29.3
Fwd: 26.9		 3.48 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 3.1 1.0 6.5 8.3 3.1
HEI
$317.56
Industrials		 69.6
Fwd: 59.8		 4.04 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 1.0 6.6 7.2 3.1
NOC
$571.96
Industrials		 20.5
Fwd: 19.8		 3.34 1.09
1.1		 26.1%
9.8%		 $12.85
2.2%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.1 1.0 5.9 6.0 3.1
TSM
$289.24
Technology		 29.6
Fwd: 23.2		 0.98 0.19
2.7		 34.9%
43.7%		 $5.89
2.0%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 8.6 1.0 7.6 0.5 3.1
PSA
$273.96
Real Estate		 28.5
Fwd: 26.3		 22.96 1.08
1.7		 20.0%
35.4%		 $16.69
6.1%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 1.0 7.8 6.8 3.1
CMI
$462.80
Industrials		 21.8
Fwd: 18.8		 2.07 0.74
1.6		 27.6%
8.7%		 $11.99
2.6%		 7.7% 14.4% EPS: +53.4% | Sales: -1.3% 4.7 1.0 5.6 5.5 3.1
CHKP
$196.52
Technology		 21.5
Fwd: 18.6		 2.60 0.00
1.2		 34.2%
37.6%		 $10.93
5.6%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 4.0 1.0 6.4 5.2 3.1
O
$56.33
Real Estate		 52.6
Fwd: 36.6		 2.94 0.74
2.2		 2.5%
17.1%		 $3.99
7.1%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 2.7 1.0 6.8 7.9 3.1
CHD
$86.21
Consumer Defensive		 27.1
Fwd: 23.0		 5.32 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 1.0 6.3 7.2 3.0
ROST
$160.23
Consumer Cyclical		 25.4
Fwd: 23.3		 4.33 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 1.0 5.8 5.1 3.0
SOFI
$27.16
Financial		 49.1
Fwd: 44.9		 1.71 0.32
4.9		 8.6%
14.4%		 $1.30
4.8%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 3.4 1.0 7.7 5.1 3.0
XYL
$150.34
Industrials		 38.7
Fwd: 27.1		 2.96 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 3.2 1.0 6.0 6.3 3.0
CSGP
$67.36
Real Estate		 1310.5
Fwd: 47.2		 37.36 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 1.0 6.8 8.4 3.0
JPM
$313.42
Financial		 15.5
Fwd: 14.8		 1.94 3.06
1.1		 16.4%
20.4%		 $16.85
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 4.5 1.0 6.4 5.4 3.0
MKTX
$165.75
Financial		 27.9
Fwd: 20.5		 3.45 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.0 1.0 6.5 6.6 3.0
VICI
$29.78
Real Estate		 11.3
Fwd: 10.5		 2.52 0.64
1.1		 10.4%
70.2%		 $2.30
7.7%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 3.5 1.0 6.5 7.1 3.0
CELH
$45.06
Consumer Defensive		 124.2
Fwd: 30.2		 2.04 0.42
2.1		 7.9%
5.6%		 $0.82
1.8%		 78.3% 54.3% EPS: -64.7% | Sales: +11.8% 3.3 1.0 7.8 6.4 3.0
HIMS
$41.52
Healthcare		 76.8
Fwd: 55.9		 3.47 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 2.7 1.0 7.0 6.0 3.0
LIN
$415.32
Basic Materials		 27.8
Fwd: 23.2		 3.43 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 3.5 1.0 6.7 5.5 3.0
MCD
$298.41
Consumer Cyclical		 25.4
Fwd: 22.6		 3.67 N/A
1.0		 N/A
32.0%		 $10.33
3.5%		 3.9% 7.7% EPS: +2.1% | Sales: +1.3% 3.6 1.0 5.5 5.5 3.0
MCO
$482.21
Financial		 38.8
Fwd: 29.6		 2.90 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 2.4 1.0 6.7 6.8 3.0
UPS
$93.60
Industrials		 14.5
Fwd: 13.1		 12.58 1.85
1.3		 33.7%
6.2%		 $5.19
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 1.0 5.4 5.8 3.0
ISRG
$547.78
Healthcare		 72.5
Fwd: 56.6		 4.85 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 1.0 6.9 6.0 3.0
TRMB
$78.82
Technology		 53.6
Fwd: 23.0		 4.68 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -80.8% | Sales: -0.9% 3.9 1.0 5.8 5.6 3.0
AME
$197.25
Industrials		 31.1
Fwd: 24.8		 3.95 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 3.5 1.0 6.4 4.9 3.0
ILMN
$121.11
Healthcare		 27.1
Fwd: 24.3		 2.50 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 3.9 1.0 7.0 4.8 3.0
RTX
$175.10
Industrials		 36.0
Fwd: 25.8		 3.61 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 3.5 1.0 5.2 6.3 3.0
CMCSA
$27.31
Communication Services		 4.5
Fwd: 6.5		 2.96 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 4.0 1.0 5.3 5.7 3.0
WM
$199.62
Industrials		 31.5
Fwd: 24.0		 3.36 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 3.5 1.0 6.1 5.2 3.0
BSX
$99.05
Healthcare		 53.0
Fwd: 28.5		 3.28 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 3.7 1.0 5.8 6.1 2.9
TJX
$143.77
Consumer Cyclical		 32.8
Fwd: 28.3		 3.46 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 3.4 1.0 5.8 4.9 2.9
COF
$216.88
Financial		 92.0
Fwd: 10.4		 4.20 0.45
2.1		 1.5%
1.7%		 $32.81
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 1.0 5.5 6.0 2.9
VMC
$286.30
Basic Materials		 34.0
Fwd: 29.1		 2.38 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 2.9 1.0 5.4 6.9 2.9
EA
$200.38
Communication Services		 58.6
Fwd: 21.6		 4.24 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 1.0 5.8 5.0 2.9
PEP
$141.58
Consumer Defensive		 26.9
Fwd: 16.5		 7.72 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 1.0 6.3 6.4 2.9
MLM
$608.33
Basic Materials		 32.0
Fwd: 28.0		 2.72 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 2.9 1.0 5.3 6.8 2.9
SLB
$36.36
Energy		 14.1
Fwd: 12.3		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 1.0 5.4 3.8 2.9
ITW
$244.30
Industrials		 23.7
Fwd: 21.8		 32.48 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 1.0 6.3 4.1 2.9
NDAQ
$86.19
Financial		 30.7
Fwd: 22.8		 2.16 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 3.6 1.0 6.2 5.4 2.9
ORCL
$243.80
Technology		 56.4
Fwd: 30.5		 2.58 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 4.0 1.0 5.0 5.9 2.9
SQ
$70.93
Technology		 15.2
Fwd: 20.0		 1.58 0.28
2.0		 14.3%
12.4%		 $1.74
2.5%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 6.0 1.0 6.2 N/A 2.9
CAT
$569.78
Industrials		 29.2
Fwd: 25.8		 4.58 2.01
1.4		 46.3%
14.3%		 $16.15
2.8%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 1.0 6.8 4.1 2.9
JNJ
$186.97
Healthcare		 18.0
Fwd: 16.2		 2.45 0.58
1.1		 33.6%
27.3%		 $8.13
4.3%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 4.3 1.0 5.3 5.7 2.9
ON
$48.80
Technology		 63.7
Fwd: 16.8		 72.37 0.46
5.2		 3.9%
5.2%		 $3.40
7.0%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 1.0 6.2 4.0 2.9
IEX
$166.82
Industrials		 26.4
Fwd: 19.9		 5.44 0.48
2.9		 12.2%
14.0%		 $7.80
4.7%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 1.0 5.3 5.0 2.9
ROK
$372.50
Industrials		 43.7
Fwd: 28.3		 3.68 1.12
1.1		 28.5%
12.0%		 $11.74
3.2%		 4.3% 7.3% EPS: -3.3% | Sales: -8.2% 3.2 1.0 6.2 4.7 2.9
COP
$85.66
Energy		 11.5
Fwd: 13.5		 6.18 0.36
1.3		 15.9%
15.9%		 $5.54
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +2.5% 3.9 1.0 5.0 6.1 2.8
GATX
$152.94
Industrials		 17.9
Fwd: 15.7		 1.91 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 5.4 1.0 4.7 4.5 2.8
ETN
$377.40
Industrials		 37.7
Fwd: 27.4		 2.97 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 3.2 1.0 6.3 4.3 2.8
KEYS
$185.05
Technology		 59.0
Fwd: 23.8		 4.96 0.49
3.6		 10.0%
10.4%		 $8.24
4.5%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 1.0 4.8 5.8 2.8
CME
$271.42
Financial		 26.3
Fwd: 23.4		 4.12 0.13
1.0		 13.3%
58.1%		 $11.32
4.2%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 1.0 6.3 5.9 2.8
DHR
$210.67
Healthcare		 43.4
Fwd: 25.1		 5.83 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 1.0 5.3 5.5 2.8
HOOD
$127.08
Financial		 52.8
Fwd: 56.7		 2.42 2.25
1.2		 27.8%
52.0%		 N/A
N/A		 60.7% N/A EPS: +508.7% | Sales: +73.2% 2.3 1.0 7.7 4.2 2.8
VRSN
$239.60
Technology		 27.9
Fwd: 24.4		 3.25 N/A
0.5		 N/A
49.9%		 $10.84
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 3.8 1.0 5.2 4.9 2.8
HON
$195.91
Industrials		 20.6
Fwd: 19.2		 3.49 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 4.1 1.0 5.5 3.9 2.7
MS
$163.42
Financial		 16.8
Fwd: 15.6		 1.27 3.92
1.6		 15.2%
13.8%		 $6.48
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 6.1 1.0 4.5 3.9 2.7
WMT
$101.68
Consumer Defensive		 38.4
Fwd: 34.5		 4.06 0.72
0.8		 24.5%
3.1%		 $1.72
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 1.0 5.3 6.8 2.7
FIS
$64.68
Technology		 203.7
Fwd: 10.2		 20.96 0.94
0.5		 1.1%
1.7%		 $3.83
5.9%		 -0.4% 16.5% EPS: +102.2% | Sales: +4.3% 4.1 1.0 5.5 3.9 2.7
BLK
$1069.44
Financial		 27.8
Fwd: 19.7		 2.29 0.27
4.0		 12.6%
25.9%		 $24.64
2.3%		 7.0% 8.1% EPS: -3.8% | Sales: +15.8% 3.6 1.0 4.2 6.3 2.7
MKC
$64.05
Consumer Defensive		 22.2
Fwd: 20.1		 4.07 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 1.0 4.5 6.5 2.7
KO
$69.06
Consumer Defensive		 22.9
Fwd: 21.5		 3.66 1.52
1.2		 45.1%
27.3%		 $1.29
1.9%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 3.9 1.0 4.7 6.3 2.7
AMT
$178.09
Real Estate		 28.4
Fwd: 25.7		 1.90 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 5.3 1.0 5.7 3.6 2.6
XOM
$114.50
Energy		 16.6
Fwd: 15.4		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.9%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.1 1.0 5.7 3.8 2.6
EMR
$131.49
Industrials		 32.5
Fwd: 18.6		 3.75 0.65
0.9		 10.9%
12.7%		 $4.74
3.6%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 3.7 1.0 5.0 4.2 2.6
ATEN
$17.79
Technology		 26.1
Fwd: 18.7		 3.83 1.11
3.6		 23.9%
17.8%		 $1.00
5.6%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 3.9 1.0 5.8 3.1 2.6
ROP
$444.48
Technology		 30.6
Fwd: 20.6		 3.58 0.47
0.6		 8.2%
20.3%		 $22.85
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.1 1.0 5.3 3.5 2.6
AXON
$587.14
Industrials		 185.9
Fwd: 76.7		 10.63 0.69
3.1		 10.0%
10.1%		 $1.85
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 1.0 6.0 4.6 2.6
HOLX
$74.15
Healthcare		 29.9
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 3.6 1.0 5.2 4.6 2.6
SYK
$353.81
Healthcare		 46.5
Fwd: 23.6		 4.18 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 1.0 5.7 3.8 2.6
MDT
$90.06
Healthcare		 24.9
Fwd: 14.8		 4.21 0.60
2.0		 9.7%
13.6%		 $4.13
4.6%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 1.0 5.0 4.4 2.5
UNP
$217.99
Industrials		 18.5
Fwd: 17.1		 2.44 1.90
0.8		 41.6%
28.7%		 $10.14
4.7%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 4.3 1.0 5.4 2.5 2.5
BRK-B
$493.15
Financial		 15.8
Fwd: 22.7		 16.26 0.22
5.9		 10.2%
18.1%		 $8.95
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 1.0 3.8 6.0 2.5
SAP
$253.88
Technology		 38.0
Fwd: 30.4		 1.36 0.21
1.1		 16.3%
19.5%		 $6.32
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 6.7 1.0 5.7 0.5 2.5
DLR
$168.35
Real Estate		 43.5
Fwd: 102.2		 4.82 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 1.0 5.3 5.8 2.5
EW
$82.44
Healthcare		 35.1
Fwd: 28.7		 3.57 0.07
4.0		 13.6%
23.5%		 $1.37
1.7%		 4.6% -2.4% EPS: +65.3% | Sales: +0.2% 3.7 1.0 4.7 4.3 2.5
TXN
$161.38
Technology		 29.4
Fwd: 26.5		 2.39 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 4.5 1.0 4.7 3.3 2.5
WPM
$96.28
Basic Materials		 55.5
Fwd: 30.4		 1.72 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 4.3 1.0 7.0 0.5 2.4
APD
$258.79
Basic Materials		 37.2
Fwd: 18.5		 4.18 1.18
1.3		 10.3%
13.0%		 N/A
N/A		 6.3% 16.8% EPS: -39.5% | Sales: -0.4% 3.2 1.0 5.2 3.2 2.4
SBAC
$194.75
Real Estate		 24.5
Fwd: 22.0		 2.67 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 3.4 1.0 5.7 3.4 2.3
ENB
$46.88
Energy		 23.1
Fwd: 20.4		 3.06 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 3.4 1.0 5.2 2.9 2.3
KMI
$26.12
Energy		 21.4
Fwd: 19.1		 2.46 1.06
0.6		 8.9%
16.6%		 $1.12
4.3%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 3.4 1.0 5.2 2.8 2.3
ECL
$253.06
Basic Materials		 36.4
Fwd: 29.8		 2.76 0.91
1.7		 21.7%
12.5%		 $5.48
2.2%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 2.7 1.0 5.2 3.1 2.3
TRI
$138.97
Industrials		 35.7
Fwd: 31.2		 3.55 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.4% | Sales: +3.0% 3.1 1.0 5.7 0.5 2.1
UL
$60.91
Consumer Defensive		 25.0
Fwd: 16.8		 3.36 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 3.9 1.0 5.3 0.5 1.9
ODD
$39.96
Technology		 22.3
Fwd: 17.9		 1.20 0.07
6.3		 30.4%
14.7%		 $2.33
5.8%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 7.9 1.0 10.0 7.9 7.4
APP
$621.36
Communication Services		 78.3
Fwd: 42.6		 1.26 2.38
3.2		 230.7%
49.3%		 $9.91
1.6%		 36.5% 84.3% EPS: +180.2% | Sales: +28.7% 5.4 1.0 10.0 7.6 7.2
DXCM
$58.02
Healthcare		 32.3
Fwd: 23.2		 1.45 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 6.1 1.0 9.9 8.8 7.0
EXEL
$40.80
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.2 1.0 9.2 8.2 7.0
DECK
$79.81
Consumer Cyclical		 11.8
Fwd: 11.6		 1.68 0.14
3.1		 43.3%
19.4%		 $6.72
8.4%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.4 1.0 9.1 9.5 7.0
DASH
$196.46
Consumer Cyclical		 99.8
Fwd: 54.4		 0.61 0.34
2.0		 10.1%
6.8%		 $4.87
2.5%		 64.7% N/A EPS: +283.9% | Sales: +24.5% 7.9 1.0 9.2 6.0 6.9
APPF
$250.27
Technology		 44.9
Fwd: 39.2		 1.96 0.08
2.9		 44.7%
22.5%		 $5.89
2.4%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 5.4 1.0 9.4 9.3 6.9
YOU
$32.02
Technology		 17.2
Fwd: 25.1		 N/A 0.95
0.9		 128.7%
21.2%		 $2.30
7.2%		 32.0% N/A EPS: +135.7% | Sales: +19.9% 6.2 1.0 9.6 5.5 6.9
MELI
$2128.33
Consumer Cyclical		 52.0
Fwd: 34.6		 1.66 2.08
1.2		 40.6%
7.9%		 $130.49
6.1%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 5.6 1.0 9.4 8.2 6.8
ABNB
$120.53
Consumer Cyclical		 29.1
Fwd: 25.1		 2.73 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 3.9 3.5 9.1 5.1 6.8
ADBE
$327.35
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.92
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 7.5 3.4 7.9 9.2 6.8
HALO
$68.39
Healthcare		 14.4
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.4 1.0 8.9 7.0 6.8
ZM
$82.22
Technology		 21.7
Fwd: 13.9		 5.19 0.01
4.4		 13.6%
25.0%		 $6.16
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 1.0 9.7 6.7 6.8
MEDP
$592.19
Healthcare		 41.4
Fwd: 35.8		 3.11 0.49
0.6		 73.7%
18.4%		 $24.02
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 3.4 1.0 10.0 9.3 6.7
DUOL
$193.74
Technology		 24.6
Fwd: 43.1		 0.55 0.07
2.8		 36.2%
40.0%		 $7.16
3.7%		 60.3% N/A EPS: +68.5% | Sales: +39.9% 8.6 1.0 8.7 7.5 6.7
CPRX
$20.99
Healthcare		 12.2
Fwd: 12.4		 1.20 0.00
6.6		 27.5%
37.6%		 $1.92
9.1%		 36.9% 34.3% EPS: +197.0% | Sales: +25.6% 7.6 1.0 9.1 6.8 6.7
ONTO
$131.75
Technology		 32.6
Fwd: 23.5		 3.55 0.01
9.6		 10.5%
19.3%		 $4.87
3.7%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 1.0 9.6 6.3 6.7
NOW
$858.77
Technology		 103.8
Fwd: 42.1		 5.02 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 1.0 9.4 7.5 6.6
DOCS
$62.58
Healthcare		 53.7
Fwd: 37.3		 5.24 0.01
6.4		 24.2%
39.9%		 $1.53
2.5%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 1.0 9.9 7.2 6.5
ETSY
$56.80
Consumer Cyclical		 39.7
Fwd: 22.4		 4.92 N/A
3.2		 N/A
6.4%		 $6.44
11.3%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 1.0 9.3 8.4 6.5
LRN
$70.62
Consumer Defensive		 10.9
Fwd: 9.0		 0.85 0.38
6.8		 23.0%
12.8%		 $8.61
12.2%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 8.8 1.0 9.9 4.7 6.5
AMD
$237.70
Technology		 117.5
Fwd: 37.4		 2.79 0.06
2.3		 5.3%
10.3%		 $3.36
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 3.2 1.0 9.3 8.1 6.5
CMG
$30.56
Consumer Cyclical		 26.9
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 3.9 1.0 9.3 7.7 6.5
PCTY
$138.42
Technology		 34.6
Fwd: 17.0		 3.43 0.12
1.0		 20.4%
13.8%		 $7.33
5.3%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 3.9 1.0 9.0 9.1 6.5
CPNG
$29.00
Consumer Cyclical		 137.2
Fwd: 55.2		 1.08 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 6.8 1.0 8.7 5.7 6.5
OKTA
$85.87
Technology		 101.2
Fwd: 23.7		 8.03 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 1.0 9.2 6.3 6.4
NVDA
$188.08
Technology		 53.5
Fwd: 28.1		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 6.1 1.0 8.5 8.9 6.4
ANET
$134.02
Technology		 51.0
Fwd: 40.0		 2.43 0.00
3.2		 31.7%
39.7%		 $3.22
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 3.8 1.0 9.1 6.6 6.4
DT
$46.06
Technology		 27.6
Fwd: 25.1		 1.83 0.03
1.5		 20.6%
27.3%		 $1.58
3.4%		 25.5% N/A EPS: +214.5% | Sales: +18.5% 6.2 1.0 8.6 7.6 6.4
PODD
$323.40
Healthcare		 98.4
Fwd: 54.3		 3.04 0.97
2.2		 19.2%
10.0%		 $5.62
1.7%		 22.9% 98.8% EPS: -40.5% | Sales: +26.0% 2.4 1.0 9.6 8.0 6.3
VEEV
$291.21
Healthcare		 59.7
Fwd: 34.4		 4.22 0.01
5.6		 13.7%
27.3%		 $8.10
2.8%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 1.0 9.5 7.7 6.3
SCHW
$94.20
Financial		 22.1
Fwd: 16.9		 0.84 0.56
1.2		 17.0%
28.6%		 $21.71
23.0%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.4 1.0 8.6 6.5 6.2
FTNT
$80.54
Technology		 33.2
Fwd: 27.8		 3.11 1.35
1.0		 228.0%
28.6%		 $2.65
3.3%		 22.5% 42.9% EPS: +48.1% | Sales: +14.8% 4.0 1.0 8.5 9.4 6.2
ADSK
$294.86
Technology		 61.1
Fwd: 26.1		 3.86 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 3.7 2.2 8.1 8.9 6.2
GS
$787.58
Financial		 16.0
Fwd: 14.2		 1.06 5.24
1.3		 13.6%
12.5%		 $190.70
24.2%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 7.5 1.0 9.0 3.8 6.2
IR
$77.68
Industrials		 57.6
Fwd: 21.7		 9.69 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 1.0 9.2 7.0 6.2
DOCU
$69.73
Technology		 52.6
Fwd: 17.3		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 1.0 8.7 6.5 6.2
AAPL
$269.77
Technology		 36.2
Fwd: 29.9		 3.61 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.0 8.6 5.5 5.3 6.1
ACAD
$21.65
Healthcare		 13.9
Fwd: 30.2		 N/A 0.05
3.0		 35.0%
24.9%		 $1.11
5.1%		 23.1% N/A EPS: +627.8% | Sales: +12.7% 5.7 2.3 8.1 5.7 6.1
PGR
$209.61
Financial		 11.5
Fwd: 12.8		 2.14 0.19
0.7		 34.2%
12.6%		 $29.07
13.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 5.3 1.0 8.9 9.4 6.1
EXLS
$38.75
Technology		 26.2
Fwd: 17.7		 1.73 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 5.8 1.0 8.1 7.9 6.1
LULU
$163.55
Consumer Cyclical		 11.2
Fwd: 12.9		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 1.0 7.9 7.7 6.1
PINS
$26.28
Communication Services		 9.1
Fwd: 13.1		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.3%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 9.2 1.0 7.5 5.9 6.0
REGN
$646.87
Healthcare		 15.5
Fwd: 15.1		 4.62 0.09
4.1		 15.2%
32.1%		 $40.18
6.2%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 1.0 8.7 8.4 6.0
PYPL
$66.26
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.0 1.0 8.0 8.0 6.0
SHOP
$156.05
Technology		 114.3
Fwd: 85.2		 5.33 0.09
3.9		 15.7%
16.6%		 $1.46
0.9%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 1.0 8.8 5.9 6.0
ASML
$1029.20
Technology		 38.5
Fwd: 34.0		 1.71 0.14
1.3		 51.7%
29.4%		 $25.16
2.4%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 6.5 1.0 7.6 9.1 5.9
CRM
$239.27
Technology		 34.8
Fwd: 18.8		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 3.9 1.0 8.1 8.7 5.9
DDOG
$190.82
Technology		 551.3
Fwd: 85.0		 37.30 0.40
3.4		 4.5%
4.1%		 $2.65
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.0% 2.0 1.0 8.6 6.5 5.9
MPWR
$958.07
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 6.4 1.0 7.7 7.4 5.9
PAYC
$164.01
Technology		 20.4
Fwd: 16.4		 1.92 0.05
1.1		 28.6%
22.6%		 $6.78
4.1%		 20.6% 23.6% EPS: -10.6% | Sales: +9.7% 6.4 1.0 7.5 9.8 5.8
QLYS
$147.02
Technology		 28.5
Fwd: 19.9		 3.36 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 3.9 1.0 8.1 7.8 5.8
INTU
$653.64
Technology		 47.7
Fwd: 24.9		 3.39 0.34
1.4		 20.3%
20.6%		 $21.82
3.3%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 3.9 1.0 8.0 8.9 5.8
NVMI
$314.02
Technology		 42.9
Fwd: 32.9		 2.63 0.19
2.6		 24.2%
29.1%		 $6.80
2.2%		 24.5% 35.3% EPS: +51.2% | Sales: +43.7% 4.0 1.0 8.2 6.2 5.8
NSSC
$42.81
Industrials		 34.9
Fwd: 27.9		 2.09 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 3.8 1.0 8.4 7.9 5.8
TSLA
$445.91
Consumer Cyclical		 297.9
Fwd: 201.7		 33.63 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 1.8 1.0 8.7 7.5 5.8
BMRN
$51.84
Healthcare		 19.4
Fwd: 11.5		 0.59 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.4 1.0 7.3 4.9 5.8
QFIN
$22.58
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 9.6 1.0 7.2 7.4 5.8
MTB
$183.30
Financial		 11.3
Fwd: 9.8		 0.89 0.52
0.4		 9.6%
19.8%		 $23.77
13.0%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 8.7 1.0 7.6 6.1 5.8
MANH
$175.49
Technology		 49.9
Fwd: 32.3		 5.62 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 1.0 8.1 6.1 5.8
RMD
$249.65
Healthcare		 25.6
Fwd: 20.6		 2.25 0.14
2.9		 25.4%
27.4%		 $12.11
4.9%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 4.5 1.0 8.0 9.1 5.8
ABBV
$219.04
Healthcare		 165.3
Fwd: 15.1		 9.56 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 4.3 6.9 5.8 5.7
CPRT
$39.98
Industrials		 25.2
Fwd: 21.2		 2.38 0.01
8.2		 18.6%
33.4%		 $1.27
3.2%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 4.3 1.0 8.2 7.7 5.7
BRO
$76.42
Financial		 22.9
Fwd: 16.2		 2.18 0.65
1.2		 10.5%
18.0%		 $3.80
5.0%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 4.1 1.0 8.7 8.3 5.7
AMZN
$243.04
Consumer Cyclical		 34.3
Fwd: 31.0		 1.71 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 4.6 1.0 7.8 7.1 5.7
SOFI
$27.16
Financial		 49.1
Fwd: 44.9		 1.71 0.32
4.9		 8.6%
14.4%		 $1.30
4.8%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 3.4 1.0 9.2 5.1 5.7
PWR
$442.90
Industrials		 65.7
Fwd: 35.6		 3.88 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.0 1.0 8.4 7.7 5.7
BMI
$186.74
Technology		 39.8
Fwd: 34.3		 3.59 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 3.9 1.0 8.0 4.7 5.7
KLAC
$1206.40
Technology		 37.9
Fwd: 28.9		 3.43 1.22
2.6		 99.2%
33.8%		 $29.47
2.4%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.0 1.0 7.8 7.1 5.6
PANW
$211.37
Technology		 132.1
Fwd: 49.0		 9.79 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 1.0 7.8 8.2 5.6
ELF
$76.54
Consumer Defensive		 54.3
Fwd: 21.9		 6.14 0.80
2.7		 8.8%
5.9%		 $2.50
3.3%		 36.0% 40.4% EPS: -21.4% | Sales: +13.8% 4.0 1.0 9.3 8.2 5.6
SE
$153.56
Consumer Cyclical		 77.9
Fwd: 31.2		 1.59 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 4.7 1.0 7.7 5.9 5.6
ROL
$58.65
Consumer Cyclical		 55.1
Fwd: 46.5		 4.25 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 1.0 8.0 7.4 5.5
AWI
$187.08
Industrials		 26.8
Fwd: 22.2		 1.84 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 6.1 7.2 4.5 6.0 5.5
SMCI
$40.33
Technology		 32.2
Fwd: 13.2		 1.66 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 6.1 1.0 7.2 6.2 5.5
AVGO
$355.59
Technology		 90.8
Fwd: 38.2		 2.57 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 2.9 1.0 7.7 7.2 5.5
PTC
$173.93
Technology		 28.3
Fwd: 20.4		 6.04 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +72.6% | Sales: +19.2% 4.1 1.0 7.5 7.8 5.5
SQ
$70.93
Technology		 15.2
Fwd: 20.0		 1.58 0.28
2.0		 14.3%
12.4%		 $1.74
2.5%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 6.0 1.0 7.3 N/A 5.5
SPGI
$490.00
Financial		 35.6
Fwd: 24.8		 2.95 0.36
1.0		 12.6%
28.1%		 $18.03
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 2.7 1.0 8.6 8.3 5.5
CB
$283.05
Financial		 11.8
Fwd: 10.8		 1.42 0.31
0.4		 14.1%
16.5%		 $37.34
13.2%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 6.2 1.0 7.7 6.2 5.4
LMAT
$85.60
Healthcare		 41.6
Fwd: 34.4		 3.25 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.2 1.0 7.8 7.3 5.4
MLI
$106.47
Industrials		 15.9
Fwd: 13.8		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 1.0 7.2 4.5 5.4
META
$618.94
Communication Services		 27.4
Fwd: 20.8		 2.27 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 4.2 1.0 7.1 8.4 5.4
PSA
$273.96
Real Estate		 28.5
Fwd: 26.3		 22.96 1.08
1.7		 20.0%
35.4%		 $16.69
6.1%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 1.0 9.2 6.8 5.4
WDAY
$224.50
Technology		 103.8
Fwd: 21.2		 4.85 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 1.0 7.2 8.4 5.4
CELH
$45.06
Consumer Defensive		 124.2
Fwd: 30.2		 2.04 0.42
2.1		 7.9%
5.6%		 $0.82
1.8%		 78.3% 54.3% EPS: -64.7% | Sales: +11.8% 3.3 1.0 9.2 6.4 5.3
TSM
$289.24
Technology		 29.6
Fwd: 23.2		 0.98 0.19
2.7		 34.9%
43.7%		 $5.89
2.0%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 8.6 1.0 7.0 0.5 5.3
BKNG
$4899.05
Consumer Cyclical		 31.8
Fwd: 18.4		 1.80 N/A
1.3		 N/A
19.4%		 $257.98
5.3%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 6.8 1.0 6.6 6.9 5.3
COST
$923.58
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 1.0 9.1 8.9 5.3
WRB
$74.58
Financial		 15.7
Fwd: 16.0		 2.41 0.32
0.4		 20.9%
13.0%		 $8.64
11.6%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 3.9 1.0 8.1 7.0 5.3
GOOGL
$284.75
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 6.2 1.0 6.5 8.6 5.3
NFLX
$1097.02
Communication Services		 45.8
Fwd: 33.9		 1.79 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 5.8 1.0 6.7 8.0 5.3
CARG
$33.13
Consumer Cyclical		 26.7
Fwd: 13.4		 1.37 0.45
3.0		 29.2%
14.1%		 $2.31
7.0%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 7.1 1.0 6.5 5.2 5.3
EPAM
$168.00
Technology		 24.0
Fwd: 13.6		 2.91 0.04
3.2		 11.4%
7.9%		 $7.36
4.4%		 15.6% 11.6% EPS: -0.3% | Sales: +9.7% 4.1 1.0 7.0 8.2 5.3
LRCX
$162.19
Technology		 35.7
Fwd: 29.1		 2.45 0.44
2.2		 62.3%
29.7%		 $4.42
2.7%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 4.7 1.0 7.2 4.9 5.2
APH
$138.11
Technology		 46.0
Fwd: 35.4		 1.38 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 5.9 1.0 6.7 7.2 5.2
AMAT
$233.53
Technology		 27.8
Fwd: 24.5		 3.53 0.35
2.5		 35.6%
23.9%		 $7.31
3.1%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.0 2.2 6.5 6.9 5.2
CDNS
$324.45
Technology		 83.7
Fwd: 40.2		 5.21 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 1.0 7.0 8.8 5.2
V
$336.96
Financial		 33.3
Fwd: 23.3		 2.69 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 2.4 1.0 8.3 6.1 5.2
MNST
$66.31
Consumer Defensive		 41.4
Fwd: 31.2		 3.29 0.00
3.5		 24.1%
20.5%		 $1.90
2.9%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 2.7 1.0 8.8 7.5 5.1
MSFT
$497.10
Technology		 35.4
Fwd: 26.5		 2.01 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 5.2 1.0 6.4 9.1 5.1
TYL
$465.01
Technology		 64.8
Fwd: 37.0		 4.47 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 1.0 6.9 7.5 5.1
O
$56.33
Real Estate		 52.6
Fwd: 36.6		 2.94 0.74
2.2		 2.5%
17.1%		 $3.99
7.1%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 2.7 1.0 8.6 7.9 5.1
SBUX
$82.22
Consumer Cyclical		 50.5
Fwd: 27.1		 2.66 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.0 1.0 6.8 7.3 5.1
USLM
$114.29
Basic Materials		 25.1
Fwd: 23.6		 2.21 0.01
19.0		 24.3%
35.8%		 $3.64
3.2%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 4.2 1.0 7.5 7.0 5.1
EXR
$131.06
Real Estate		 29.3
Fwd: 26.9		 3.48 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 3.1 1.0 8.3 8.3 5.0
HEI
$317.56
Industrials		 69.6
Fwd: 59.8		 4.04 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 1.0 7.6 7.2 5.0
ADP
$252.36
Technology		 24.9
Fwd: 21.1		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 3.9 2.7 6.0 7.3 5.0
ENPH
$31.17
Technology		 21.6
Fwd: 14.8		 12.19 1.24
2.0		 20.3%
12.9%		 $1.66
5.3%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 1.0 6.8 6.7 5.0
ICE
$147.52
Financial		 26.9
Fwd: 19.6		 2.35 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 3.6 1.0 7.6 6.9 5.0
GDDY
$132.95
Technology		 22.9
Fwd: 18.6		 2.12 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 5.3 1.0 6.4 7.3 5.0
IDXX
$713.74
Healthcare		 56.6
Fwd: 49.7		 3.68 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 2.6 1.0 7.2 7.7 5.0
CSGP
$67.36
Real Estate		 1310.5
Fwd: 47.2		 37.36 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 1.0 8.6 8.4 5.0
QCOM
$173.20
Technology		 35.4
Fwd: 13.8		 15.13 0.70
2.8		 23.3%
12.5%		 $11.88
6.9%		 13.5% 2.1% EPS: +34.2% | Sales: +13.7% 3.9 1.0 6.7 5.7 4.9
AZO
$3673.66
Consumer Cyclical		 25.4
Fwd: 20.1		 2.09 N/A
0.9		 N/A
13.2%		 $107.64
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 5.1 1.0 6.3 7.3 4.9
TDY
$506.68
Technology		 29.4
Fwd: 21.4		 3.29 0.24
1.8		 8.1%
13.6%		 $22.12
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.1 1.0 6.5 7.0 4.9
HOOD
$127.08
Financial		 52.8
Fwd: 56.7		 2.42 2.25
1.2		 27.8%
52.0%		 N/A
N/A		 60.7% N/A EPS: +508.7% | Sales: +73.2% 2.3 1.0 8.1 4.2 4.9
FICO
$1674.80
Technology		 63.1
Fwd: 33.6		 2.58 N/A
0.8		 N/A
32.8%		 $32.07
1.9%		 9.0% 27.4% EPS: +34.3% | Sales: +15.9% 3.7 1.0 6.5 8.2 4.9
GWW
$952.66
Industrials		 26.6
Fwd: 21.8		 3.65 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.0 1.0 6.7 7.9 4.9
POOL
$248.37
Industrials		 22.7
Fwd: 21.4		 4.75 1.01
2.6		 29.2%
7.8%		 $10.60
4.3%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 1.0 6.8 6.4 4.9
ULTA
$509.85
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.0 1.0 6.5 6.9 4.9
VICI
$29.78
Real Estate		 11.3
Fwd: 10.5		 2.52 0.64
1.1		 10.4%
70.2%		 $2.30
7.7%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 3.5 1.0 8.0 7.1 4.9
RSG
$204.23
Industrials		 30.4
Fwd: 27.9		 3.91 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 3.4 1.0 6.9 6.3 4.8
AXP
$365.73
Financial		 24.6
Fwd: 21.0		 1.97 1.83
7.2		 33.7%
13.2%		 $27.50
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 4.5 1.0 6.9 6.2 4.8
JPM
$313.42
Financial		 15.5
Fwd: 14.8		 1.94 3.06
1.1		 16.4%
20.4%		 $16.85
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 4.5 1.0 7.0 5.4 4.8
TDG
$1271.60
Industrials		 42.2
Fwd: 31.6		 3.85 N/A
3.1		 N/A
20.4%		 $33.83
2.7%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.2 1.0 6.8 6.3 4.8
AXON
$587.14
Industrials		 185.9
Fwd: 76.7		 10.63 0.69
3.1		 10.0%
10.1%		 $1.85
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 1.0 7.3 4.6 4.8
ISRG
$547.78
Healthcare		 72.5
Fwd: 56.6		 4.85 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 1.0 7.0 6.0 4.8
TMO
$565.98
Healthcare		 32.7
Fwd: 23.0		 4.39 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 1.0 6.5 6.9 4.7
GILD
$123.40
Healthcare		 19.1
Fwd: 14.2		 0.73 1.16
1.5		 40.6%
27.9%		 $7.55
6.1%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 8.9 1.0 5.6 4.5 4.7
ZTS
$119.56
Healthcare		 20.1
Fwd: 17.5		 2.48 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 4.3 1.0 6.2 7.7 4.6
MA
$553.28
Financial		 35.4
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 2.7 1.0 7.0 6.7 4.6
CHD
$86.21
Consumer Defensive		 27.1
Fwd: 23.0		 5.32 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 1.0 7.2 7.2 4.6
BABA
$167.61
Consumer Cyclical		 19.6
Fwd: 17.5		 2.24 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 4.4 1.0 5.8 7.7 4.6
QSR
$68.16
Consumer Cyclical		 24.3
Fwd: 17.0		 2.60 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 3.9 1.0 6.1 6.0 4.6
FITB
$42.54
Financial		 12.7
Fwd: 11.9		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.6 1.0 5.4 3.8 4.6
WST
$275.34
Healthcare		 40.8
Fwd: 35.3		 4.35 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 1.0 6.3 7.0 4.6
BR
$217.49
Technology		 27.8
Fwd: 21.3		 2.89 1.32
0.9		 38.2%
13.1%		 $11.03
5.1%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 4.1 1.0 5.9 7.1 4.5
BSX
$99.05
Healthcare		 53.0
Fwd: 28.5		 3.28 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 3.7 1.0 6.3 6.1 4.5
DPZ
$401.46
Consumer Cyclical		 23.5
Fwd: 20.5		 2.75 N/A
1.6		 N/A
12.2%		 $18.69
4.7%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 3.9 1.0 6.0 6.9 4.5
TT
$435.60
Industrials		 33.5
Fwd: 29.4		 2.35 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 3.7 1.0 6.2 7.0 4.5
CHTR
$217.86
Communication Services		 6.0
Fwd: 5.1		 0.51 6.24
0.4		 34.8%
9.3%		 $16.97
7.8%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.4 1.0 4.9 6.0 4.5
JKHY
$163.08
Technology		 24.8
Fwd: 23.4		 3.80 0.01
1.1		 23.4%
19.9%		 $8.20
5.0%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 3.8 1.0 6.0 7.0 4.5
AMT
$178.09
Real Estate		 28.4
Fwd: 25.7		 1.90 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 5.3 1.0 6.8 3.6 4.5
PH
$834.15
Industrials		 30.8
Fwd: 26.1		 3.83 0.69
1.2		 27.4%
17.8%		 $26.41
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: -0.4% 3.5 1.0 6.3 6.5 4.5
CTAS
$184.89
Industrials		 41.1
Fwd: 34.5		 3.91 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.0 1.0 6.3 7.6 4.5
RTX
$175.10
Industrials		 36.0
Fwd: 25.8		 3.61 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 3.5 1.0 6.3 6.3 4.5
LOW
$231.35
Consumer Cyclical		 19.0
Fwd: 17.4		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 4.0 1.0 6.0 5.4 4.5
NDAQ
$86.19
Financial		 30.7
Fwd: 22.8		 2.16 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 3.6 1.0 6.7 5.4 4.5
HIMS
$41.52
Healthcare		 76.8
Fwd: 55.9		 3.47 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 2.7 1.0 6.4 6.0 4.5
MSI
$389.10
Technology		 31.2
Fwd: 23.9		 3.73 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 3.9 1.0 5.9 6.3 4.5
XYL
$150.34
Industrials		 38.7
Fwd: 27.1		 2.96 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 3.2 1.0 6.3 6.3 4.5
PEP
$141.58
Consumer Defensive		 26.9
Fwd: 16.5		 7.72 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 1.0 7.0 6.4 4.5
DIS
$110.49
Communication Services		 17.3
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 7.0 1.0 5.2 5.2 4.4
SNPS
$396.14
Technology		 31.0
Fwd: 28.2		 3.31 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 3.9 1.0 5.5 9.2 4.4
WPM
$96.28
Basic Materials		 55.5
Fwd: 30.4		 1.72 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 4.3 1.0 6.8 0.5 4.4
ON
$48.80
Technology		 63.7
Fwd: 16.8		 72.37 0.46
5.2		 3.9%
5.2%		 $3.40
7.0%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 1.0 5.9 4.0 4.4
SYK
$353.81
Healthcare		 46.5
Fwd: 23.6		 4.18 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 1.0 6.1 3.8 4.3
ORLY
$95.00
Consumer Cyclical		 32.9
Fwd: 28.6		 3.14 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 3.1 1.0 5.7 8.2 4.3
VRSK
$212.87
Industrials		 32.5
Fwd: 27.7		 3.67 12.98
1.2		 270.5%
30.4%		 $8.01
3.8%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 3.1 1.0 6.2 5.0 4.3
COF
$216.88
Financial		 92.0
Fwd: 10.4		 4.20 0.45
2.1		 1.5%
1.7%		 $32.81
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 1.0 6.1 6.0 4.3
HLT
$265.27
Consumer Cyclical		 38.4
Fwd: 29.2		 2.83 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 3.2 1.0 5.7 6.5 4.3
MKTX
$165.75
Financial		 27.9
Fwd: 20.5		 3.45 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.0 1.0 6.3 6.6 4.3
PAYX
$112.82
Technology		 25.3
Fwd: 19.1		 3.27 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 4.1 1.0 5.3 8.1 4.3
ILMN
$121.11
Healthcare		 27.1
Fwd: 24.3		 2.50 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 3.9 1.0 5.8 4.8 4.3
ABT
$124.95
Healthcare		 15.7
Fwd: 22.0		 1.51 0.25
1.7		 30.6%
31.7%		 $3.98
3.2%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 6.3 1.5 4.9 6.0 4.2
MS
$163.42
Financial		 16.8
Fwd: 15.6		 1.27 3.92
1.6		 15.2%
13.8%		 $6.48
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 6.1 1.0 5.5 3.9 4.2
LHX
$285.02
Industrials		 30.6
Fwd: 22.9		 10.85 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 1.0 5.5 6.9 4.2
TRMB
$78.82
Technology		 53.6
Fwd: 23.0		 4.68 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -80.8% | Sales: -0.9% 3.9 1.0 5.5 5.6 4.2
DLR
$168.35
Real Estate		 43.5
Fwd: 102.2		 4.82 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 1.0 7.0 5.8 4.2
HD
$369.07
Consumer Cyclical		 25.1
Fwd: 22.7		 4.87 5.75
1.1		 193.9%
8.9%		 $14.29
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 1.0 5.4 5.8 4.2
GGG
$81.24
Industrials		 27.8
Fwd: 25.6		 3.64 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 3.4 1.0 5.7 6.3 4.1
MAR
$281.14
Consumer Cyclical		 29.7
Fwd: 24.9		 2.81 N/A
0.5		 N/A
10.1%		 $7.18
2.6%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 4.0 1.0 5.3 5.5 4.1
CHKP
$196.52
Technology		 21.5
Fwd: 18.6		 2.60 0.00
1.2		 34.2%
37.6%		 $10.93
5.6%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 4.0 1.0 5.4 5.2 4.1
AME
$197.25
Industrials		 31.1
Fwd: 24.8		 3.95 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 3.5 1.0 5.7 4.9 4.1
LMT
$468.92
Industrials		 26.2
Fwd: 16.0		 2.20 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 5.3 1.0 5.1 6.2 4.1
CTSH
$72.83
Technology		 16.9
Fwd: 13.0		 1.94 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 5.5 1.0 5.0 5.8 4.1
SLB
$36.36
Energy		 14.1
Fwd: 12.3		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 1.0 5.2 3.8 4.1
EA
$200.38
Communication Services		 58.6
Fwd: 21.6		 4.24 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 1.0 5.3 5.0 4.1
NKE
$61.89
Consumer Cyclical		 31.7
Fwd: 24.8		 2.67 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 4.2 1.0 5.1 6.5 4.1
FIS
$64.68
Technology		 203.7
Fwd: 10.2		 20.96 0.94
0.5		 1.1%
1.7%		 $3.83
5.9%		 -0.4% 16.5% EPS: +102.2% | Sales: +4.3% 4.1 1.0 5.3 3.9 4.0
WM
$199.62
Industrials		 31.5
Fwd: 24.0		 3.36 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 3.5 1.0 5.5 5.2 4.0
SHW
$333.66
Basic Materials		 32.6
Fwd: 26.5		 4.19 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 1.0 5.9 6.5 4.0
DAL
$57.81
Industrials		 8.2
Fwd: 8.0		 0.82 1.11
0.4		 28.5%
7.4%		 $4.71
8.1%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.0 1.0 4.0 4.5 4.0
GD
$340.30
Industrials		 22.1
Fwd: 19.8		 1.95 0.40
1.4		 17.8%
8.2%		 $17.82
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 5.0 1.0 5.0 5.8 4.0
SAP
$253.88
Technology		 38.0
Fwd: 30.4		 1.36 0.21
1.1		 16.3%
19.5%		 $6.32
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 6.7 1.0 5.1 0.5 4.0
SBAC
$194.75
Real Estate		 24.5
Fwd: 22.0		 2.67 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 3.4 1.0 6.5 3.4 4.0
VMC
$286.30
Basic Materials		 34.0
Fwd: 29.1		 2.38 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 2.9 1.0 5.8 6.9 4.0
ROP
$444.48
Technology		 30.6
Fwd: 20.6		 3.58 0.47
0.6		 8.2%
20.3%		 $22.85
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.1 1.0 5.2 3.5 4.0
CINF
$161.38
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.89
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 4.0 1.0 5.3 7.1 4.0
IEX
$166.82
Industrials		 26.4
Fwd: 19.9		 5.44 0.48
2.9		 12.2%
14.0%		 $7.80
4.7%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 1.0 5.2 5.0 4.0
DHR
$210.67
Healthcare		 43.4
Fwd: 25.1		 5.83 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 1.0 5.2 5.5 3.9
COP
$85.66
Energy		 11.5
Fwd: 13.5		 6.18 0.36
1.3		 15.9%
15.9%		 $5.54
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +2.5% 3.9 1.0 5.3 6.1 3.9
LIN
$415.32
Basic Materials		 27.8
Fwd: 23.2		 3.43 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 3.5 1.0 5.5 5.5 3.9
CMCSA
$27.31
Communication Services		 4.5
Fwd: 6.5		 2.96 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 4.0 1.0 4.9 5.7 3.9
ATEN
$17.79
Technology		 26.1
Fwd: 18.7		 3.83 1.11
3.6		 23.9%
17.8%		 $1.00
5.6%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 3.9 1.0 5.2 3.1 3.9
ITW
$244.30
Industrials		 23.7
Fwd: 21.8		 32.48 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 1.0 5.2 4.1 3.9
ROK
$372.50
Industrials		 43.7
Fwd: 28.3		 3.68 1.12
1.1		 28.5%
12.0%		 $11.74
3.2%		 4.3% 7.3% EPS: -3.3% | Sales: -8.2% 3.2 1.0 5.3 4.7 3.9
MCO
$482.21
Financial		 38.8
Fwd: 29.6		 2.90 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 2.4 1.0 5.7 6.8 3.9
VRSN
$239.60
Technology		 27.9
Fwd: 24.4		 3.25 N/A
0.5		 N/A
49.9%		 $10.84
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 3.8 1.0 5.0 4.9 3.9
CAT
$569.78
Industrials		 29.2
Fwd: 25.8		 4.58 2.01
1.4		 46.3%
14.3%		 $16.15
2.8%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 1.0 5.4 4.1 3.9
FSLR
$271.98
Technology		 20.9
Fwd: 12.1		 0.65 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.4 1.0 4.0 4.6 3.8
WMT
$101.68
Consumer Defensive		 38.4
Fwd: 34.5		 4.06 0.72
0.8		 24.5%
3.1%		 $1.72
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 1.0 5.8 6.8 3.8
ETN
$377.40
Industrials		 37.7
Fwd: 27.4		 2.97 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 3.2 1.0 5.2 4.3 3.8
FAST
$40.77
Industrials		 38.2
Fwd: 33.5		 3.81 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 2.9 1.0 4.9 8.5 3.8
HOLX
$74.15
Healthcare		 29.9
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 3.6 1.0 5.1 4.6 3.8
HON
$195.91
Industrials		 20.6
Fwd: 19.2		 3.49 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 4.1 1.0 5.0 3.9 3.8
ROST
$160.23
Consumer Cyclical		 25.4
Fwd: 23.3		 4.33 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 1.0 4.8 5.1 3.8
CME
$271.42
Financial		 26.3
Fwd: 23.4		 4.12 0.13
1.0		 13.3%
58.1%		 $11.32
4.2%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 1.0 5.6 5.9 3.8
KEYS
$185.05
Technology		 59.0
Fwd: 23.8		 4.96 0.49
3.6		 10.0%
10.4%		 $8.24
4.5%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 1.0 4.7 5.8 3.8
GATX
$152.94
Industrials		 17.9
Fwd: 15.7		 1.91 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 5.4 1.0 4.5 4.5 3.7
NOC
$571.96
Industrials		 20.5
Fwd: 19.8		 3.34 1.09
1.1		 26.1%
9.8%		 $12.85
2.2%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.1 1.0 4.7 6.0 3.7
XOM
$114.50
Energy		 16.6
Fwd: 15.4		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.9%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.1 1.0 5.0 3.8 3.7
MCD
$298.41
Consumer Cyclical		 25.4
Fwd: 22.6		 3.67 N/A
1.0		 N/A
32.0%		 $10.33
3.5%		 3.9% 7.7% EPS: +2.1% | Sales: +1.3% 3.6 1.0 4.7 5.5 3.7
TJX
$143.77
Consumer Cyclical		 32.8
Fwd: 28.3		 3.46 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 3.4 1.0 4.8 4.9 3.7
MDT
$90.06
Healthcare		 24.9
Fwd: 14.8		 4.21 0.60
2.0		 9.7%
13.6%		 $4.13
4.6%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 1.0 4.9 4.4 3.7
UPS
$93.60
Industrials		 14.5
Fwd: 13.1		 12.58 1.85
1.3		 33.7%
6.2%		 $5.19
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 1.0 4.7 5.8 3.7
EMR
$131.49
Industrials		 32.5
Fwd: 18.6		 3.75 0.65
0.9		 10.9%
12.7%		 $4.74
3.6%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 3.7 1.0 4.9 4.2 3.7
CMI
$462.80
Industrials		 21.8
Fwd: 18.8		 2.07 0.74
1.6		 27.6%
8.7%		 $11.99
2.6%		 7.7% 14.4% EPS: +53.4% | Sales: -1.3% 4.7 1.0 4.5 5.5 3.7
ORCL
$243.80
Technology		 56.4
Fwd: 30.5		 2.58 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 4.0 1.0 4.5 5.9 3.6
JNJ
$186.97
Healthcare		 18.0
Fwd: 16.2		 2.45 0.58
1.1		 33.6%
27.3%		 $8.13
4.3%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 4.3 1.0 4.5 5.7 3.6
MKC
$64.05
Consumer Defensive		 22.2
Fwd: 20.1		 4.07 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 1.0 5.1 6.5 3.6
MLM
$608.33
Basic Materials		 32.0
Fwd: 28.0		 2.72 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 2.9 1.0 5.0 6.8 3.6
UNP
$217.99
Industrials		 18.5
Fwd: 17.1		 2.44 1.90
0.8		 41.6%
28.7%		 $10.14
4.7%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 4.3 1.0 4.7 2.5 3.6
ENB
$46.88
Energy		 23.1
Fwd: 20.4		 3.06 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 3.4 1.0 5.1 2.9 3.6
KMI
$26.12
Energy		 21.4
Fwd: 19.1		 2.46 1.06
0.6		 8.9%
16.6%		 $1.12
4.3%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 3.4 1.0 5.1 2.8 3.6
TRI
$138.97
Industrials		 35.7
Fwd: 31.2		 3.55 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.4% | Sales: +3.0% 3.1 1.0 5.1 0.5 3.5
APD
$258.79
Basic Materials		 37.2
Fwd: 18.5		 4.18 1.18
1.3		 10.3%
13.0%		 N/A
N/A		 6.3% 16.8% EPS: -39.5% | Sales: -0.4% 3.2 1.0 4.9 3.2 3.4
KO
$69.06
Consumer Defensive		 22.9
Fwd: 21.5		 3.66 1.52
1.2		 45.1%
27.3%		 $1.29
1.9%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 3.9 1.0 4.6 6.3 3.4
TXN
$161.38
Technology		 29.4
Fwd: 26.5		 2.39 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 4.5 1.0 4.0 3.3 3.2
EW
$82.44
Healthcare		 35.1
Fwd: 28.7		 3.57 0.07
4.0		 13.6%
23.5%		 $1.37
1.7%		 4.6% -2.4% EPS: +65.3% | Sales: +0.2% 3.7 1.0 4.0 4.3 3.2
UL
$60.91
Consumer Defensive		 25.0
Fwd: 16.8		 3.36 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 3.9 1.0 4.9 0.5 3.2
ECL
$253.06
Basic Materials		 36.4
Fwd: 29.8		 2.76 0.91
1.7		 21.7%
12.5%		 $5.48
2.2%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 2.7 1.0 4.7 3.1 3.2
BLK
$1069.44
Financial		 27.8
Fwd: 19.7		 2.29 0.27
4.0		 12.6%
25.9%		 $24.64
2.3%		 7.0% 8.1% EPS: -3.8% | Sales: +15.8% 3.6 1.0 4.0 6.3 3.2
BRK-B
$493.15
Financial		 15.8
Fwd: 22.7		 16.26 0.22
5.9		 10.2%
18.1%		 $8.95
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 1.0 3.7 6.0 2.9
QFIN
$22.58
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 9.6 1.0 7.4 7.4 5.2
DAL
$57.81
Industrials		 8.2
Fwd: 8.0		 0.82 1.11
0.4		 28.5%
7.4%		 $4.71
8.1%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.0 1.0 4.5 4.5 4.9
CHTR
$217.86
Communication Services		 6.0
Fwd: 5.1		 0.51 6.24
0.4		 34.8%
9.3%		 $16.97
7.8%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.4 1.0 5.2 6.0 4.8
HALO
$68.39
Healthcare		 14.4
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.4 1.0 8.9 7.0 4.8
EXEL
$40.80
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.2 1.0 9.0 8.2 4.8
MTB
$183.30
Financial		 11.3
Fwd: 9.8		 0.89 0.52
0.4		 9.6%
19.8%		 $23.77
13.0%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 8.7 1.0 6.8 6.1 4.8
PINS
$26.28
Communication Services		 9.1
Fwd: 13.1		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.3%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 9.2 1.0 7.7 5.9 4.7
BMRN
$51.84
Healthcare		 19.4
Fwd: 11.5		 0.59 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.4 1.0 7.0 4.9 4.7
LRN
$70.62
Consumer Defensive		 10.9
Fwd: 9.0		 0.85 0.38
6.8		 23.0%
12.8%		 $8.61
12.2%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 8.8 1.0 9.7 4.7 4.7
SCHW
$94.20
Financial		 22.1
Fwd: 16.9		 0.84 0.56
1.2		 17.0%
28.6%		 $21.71
23.0%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.4 1.0 7.8 6.5 4.6
DASH
$196.46
Consumer Cyclical		 99.8
Fwd: 54.4		 0.61 0.34
2.0		 10.1%
6.8%		 $4.87
2.5%		 64.7% N/A EPS: +283.9% | Sales: +24.5% 7.9 1.0 8.4 6.0 4.6
FITB
$42.54
Financial		 12.7
Fwd: 11.9		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.6 1.0 5.2 3.8 4.6
PYPL
$66.26
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.0 1.0 8.0 8.0 4.5
DECK
$79.81
Consumer Cyclical		 11.8
Fwd: 11.6		 1.68 0.14
3.1		 43.3%
19.4%		 $6.72
8.4%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.4 1.0 9.2 9.5 4.5
FSLR
$271.98
Technology		 20.9
Fwd: 12.1		 0.65 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.4 1.0 4.3 4.6 4.5
AWI
$187.08
Industrials		 26.8
Fwd: 22.2		 1.84 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 6.1 2.8 5.0 6.0 4.5
GILD
$123.40
Healthcare		 19.1
Fwd: 14.2		 0.73 1.16
1.5		 40.6%
27.9%		 $7.55
6.1%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 8.9 1.0 5.8 4.5 4.5
DUOL
$193.74
Technology		 24.6
Fwd: 43.1		 0.55 0.07
2.8		 36.2%
40.0%		 $7.16
3.7%		 60.3% N/A EPS: +68.5% | Sales: +39.9% 8.6 1.0 8.7 7.5 4.3
CARG
$33.13
Consumer Cyclical		 26.7
Fwd: 13.4		 1.37 0.45
3.0		 29.2%
14.1%		 $2.31
7.0%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 7.1 1.0 6.7 5.2 4.2
BKNG
$4899.05
Consumer Cyclical		 31.8
Fwd: 18.4		 1.80 N/A
1.3		 N/A
19.4%		 $257.98
5.3%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 6.8 1.0 6.8 6.9 4.1
GS
$787.58
Financial		 16.0
Fwd: 14.2		 1.06 5.24
1.3		 13.6%
12.5%		 $190.70
24.2%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 7.5 1.0 8.2 3.8 4.1
ODD
$39.96
Technology		 22.3
Fwd: 17.9		 1.20 0.07
6.3		 30.4%
14.7%		 $2.33
5.8%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 7.9 1.0 10.0 7.9 4.1
LULU
$163.55
Consumer Cyclical		 11.2
Fwd: 12.9		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 1.0 8.2 7.7 4.1
CPNG
$29.00
Consumer Cyclical		 137.2
Fwd: 55.2		 1.08 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 6.8 1.0 7.8 5.7 4.0
CPRX
$20.99
Healthcare		 12.2
Fwd: 12.4		 1.20 0.00
6.6		 27.5%
37.6%		 $1.92
9.1%		 36.9% 34.3% EPS: +197.0% | Sales: +25.6% 7.6 1.0 9.1 6.8 4.0
ADBE
$327.35
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.92
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 7.5 1.0 8.2 9.2 4.0
TSM
$289.24
Technology		 29.6
Fwd: 23.2		 0.98 0.19
2.7		 34.9%
43.7%		 $5.89
2.0%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 8.6 1.0 7.5 0.5 4.0
MLI
$106.47
Industrials		 15.9
Fwd: 13.8		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 1.0 7.7 4.5 3.8
AAPL
$269.77
Technology		 36.2
Fwd: 29.9		 3.61 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.0 3.4 6.2 5.3 3.8
DIS
$110.49
Communication Services		 17.3
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 7.0 1.0 5.0 5.2 3.7
CB
$283.05
Financial		 11.8
Fwd: 10.8		 1.42 0.31
0.4		 14.1%
16.5%		 $37.34
13.2%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 6.2 1.0 7.6 6.2 3.6
SLB
$36.36
Energy		 14.1
Fwd: 12.3		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 1.0 5.0 3.8 3.6
MELI
$2128.33
Consumer Cyclical		 52.0
Fwd: 34.6		 1.66 2.08
1.2		 40.6%
7.9%		 $130.49
6.1%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 5.6 1.0 9.2 8.2 3.6
ASML
$1029.20
Technology		 38.5
Fwd: 34.0		 1.71 0.14
1.3		 51.7%
29.4%		 $25.16
2.4%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 6.5 1.0 8.0 9.1 3.6
GOOGL
$284.75
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 6.2 1.0 7.2 8.6 3.6
PAYC
$164.01
Technology		 20.4
Fwd: 16.4		 1.92 0.05
1.1		 28.6%
22.6%		 $6.78
4.1%		 20.6% 23.6% EPS: -10.6% | Sales: +9.7% 6.4 1.0 7.8 9.8 3.6
DXCM
$58.02
Healthcare		 32.3
Fwd: 23.2		 1.45 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 6.1 1.0 9.7 8.8 3.5
MPWR
$958.07
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 6.4 1.0 8.0 7.4 3.5
MS
$163.42
Financial		 16.8
Fwd: 15.6		 1.27 3.92
1.6		 15.2%
13.8%		 $6.48
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 6.1 1.0 5.2 3.9 3.5
ABT
$124.95
Healthcare		 15.7
Fwd: 22.0		 1.51 0.25
1.7		 30.6%
31.7%		 $3.98
3.2%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 6.3 1.0 5.7 6.0 3.4
NVDA
$188.08
Technology		 53.5
Fwd: 28.1		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 6.1 1.0 8.8 8.9 3.4
DT
$46.06
Technology		 27.6
Fwd: 25.1		 1.83 0.03
1.5		 20.6%
27.3%		 $1.58
3.4%		 25.5% N/A EPS: +214.5% | Sales: +18.5% 6.2 1.0 8.4 7.6 3.4
NFLX
$1097.02
Communication Services		 45.8
Fwd: 33.9		 1.79 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 5.8 1.0 7.2 8.0 3.4
PGR
$209.61
Financial		 11.5
Fwd: 12.8		 2.14 0.19
0.7		 34.2%
12.6%		 $29.07
13.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 5.3 1.0 9.1 9.4 3.4
AZO
$3673.66
Consumer Cyclical		 25.4
Fwd: 20.1		 2.09 N/A
0.9		 N/A
13.2%		 $107.64
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 5.1 1.0 6.9 7.3 3.3
SMCI
$40.33
Technology		 32.2
Fwd: 13.2		 1.66 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 6.1 1.0 7.0 6.2 3.3
YOU
$32.02
Technology		 17.2
Fwd: 25.1		 N/A 0.95
0.9		 128.7%
21.2%		 $2.30
7.2%		 32.0% N/A EPS: +135.7% | Sales: +19.9% 6.2 1.0 9.4 5.5 3.3
APH
$138.11
Technology		 46.0
Fwd: 35.4		 1.38 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 5.9 1.0 6.8 7.2 3.3
LMT
$468.92
Industrials		 26.2
Fwd: 16.0		 2.20 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 5.3 1.0 5.3 6.2 3.3
EXLS
$38.75
Technology		 26.2
Fwd: 17.7		 1.73 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 5.8 1.0 8.3 7.9 3.2
SAP
$253.88
Technology		 38.0
Fwd: 30.4		 1.36 0.21
1.1		 16.3%
19.5%		 $6.32
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 6.7 1.0 5.2 0.5 3.2
GATX
$152.94
Industrials		 17.9
Fwd: 15.7		 1.91 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 5.4 1.0 4.5 4.5 3.2
ACAD
$21.65
Healthcare		 13.9
Fwd: 30.2		 N/A 0.05
3.0		 35.0%
24.9%		 $1.11
5.1%		 23.1% N/A EPS: +627.8% | Sales: +12.7% 5.7 1.0 8.2 5.7 3.2
APP
$621.36
Communication Services		 78.3
Fwd: 42.6		 1.26 2.38
3.2		 230.7%
49.3%		 $9.91
1.6%		 36.5% 84.3% EPS: +180.2% | Sales: +28.7% 5.4 1.0 10.0 7.6 3.2
APPF
$250.27
Technology		 44.9
Fwd: 39.2		 1.96 0.08
2.9		 44.7%
22.5%		 $5.89
2.4%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 5.4 1.0 9.5 9.3 3.2
AMT
$178.09
Real Estate		 28.4
Fwd: 25.7		 1.90 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 5.3 1.0 6.2 3.6 3.1
GD
$340.30
Industrials		 22.1
Fwd: 19.8		 1.95 0.40
1.4		 17.8%
8.2%		 $17.82
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 5.0 1.0 5.2 5.8 3.1
SQ
$70.93
Technology		 15.2
Fwd: 20.0		 1.58 0.28
2.0		 14.3%
12.4%		 $1.74
2.5%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 6.0 1.0 7.2 N/A 3.1
AMZN
$243.04
Consumer Cyclical		 34.3
Fwd: 31.0		 1.71 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 4.6 1.0 8.0 7.1 3.1
SE
$153.56
Consumer Cyclical		 77.9
Fwd: 31.2		 1.59 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 4.7 1.0 7.2 5.9 3.1
MSFT
$497.10
Technology		 35.4
Fwd: 26.5		 2.01 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 5.2 1.0 6.9 9.1 3.0
CTSH
$72.83
Technology		 16.9
Fwd: 13.0		 1.94 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 5.5 1.0 5.1 5.8 3.0
GDDY
$132.95
Technology		 22.9
Fwd: 18.6		 2.12 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 5.3 1.0 7.0 7.3 3.0
BABA
$167.61
Consumer Cyclical		 19.6
Fwd: 17.5		 2.24 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 4.4 1.0 5.8 7.7 3.0
CMI
$462.80
Industrials		 21.8
Fwd: 18.8		 2.07 0.74
1.6		 27.6%
8.7%		 $11.99
2.6%		 7.7% 14.4% EPS: +53.4% | Sales: -1.3% 4.7 1.0 5.0 5.5 3.0
ETSY
$56.80
Consumer Cyclical		 39.7
Fwd: 22.4		 4.92 N/A
3.2		 N/A
6.4%		 $6.44
11.3%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 1.0 8.7 8.4 3.0
AXP
$365.73
Financial		 24.6
Fwd: 21.0		 1.97 1.83
7.2		 33.7%
13.2%		 $27.50
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 4.5 1.0 6.9 6.2 2.9
CPRT
$39.98
Industrials		 25.2
Fwd: 21.2		 2.38 0.01
8.2		 18.6%
33.4%		 $1.27
3.2%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 4.3 1.0 8.2 7.7 2.9
NKE
$61.89
Consumer Cyclical		 31.7
Fwd: 24.8		 2.67 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 4.2 1.0 5.2 6.5 2.9
RMD
$249.65
Healthcare		 25.6
Fwd: 20.6		 2.25 0.14
2.9		 25.4%
27.4%		 $12.11
4.9%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 4.5 1.0 8.2 9.1 2.9
USLM
$114.29
Basic Materials		 25.1
Fwd: 23.6		 2.21 0.01
19.0		 24.3%
35.8%		 $3.64
3.2%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 4.2 1.0 7.9 7.0 2.8
JPM
$313.42
Financial		 15.5
Fwd: 14.8		 1.94 3.06
1.1		 16.4%
20.4%		 $16.85
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 4.5 1.0 6.8 5.4 2.8
SBUX
$82.22
Consumer Cyclical		 50.5
Fwd: 27.1		 2.66 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.0 1.0 6.9 7.3 2.8
BRO
$76.42
Financial		 22.9
Fwd: 16.2		 2.18 0.65
1.2		 10.5%
18.0%		 $3.80
5.0%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 4.1 1.0 8.2 8.3 2.8
CMG
$30.56
Consumer Cyclical		 26.9
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 3.9 1.0 9.2 7.7 2.8
GWW
$952.66
Industrials		 26.6
Fwd: 21.8		 3.65 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.0 1.0 7.3 7.9 2.8
ULTA
$509.85
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.0 1.0 7.2 6.9 2.8
POOL
$248.37
Industrials		 22.7
Fwd: 21.4		 4.75 1.01
2.6		 29.2%
7.8%		 $10.60
4.3%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 1.0 7.0 6.4 2.7
ZTS
$119.56
Healthcare		 20.1
Fwd: 17.5		 2.48 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 4.3 1.0 6.6 7.7 2.7
DPZ
$401.46
Consumer Cyclical		 23.5
Fwd: 20.5		 2.75 N/A
1.6		 N/A
12.2%		 $18.69
4.7%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 3.9 1.0 6.5 6.9 2.7
ELF
$76.54
Consumer Defensive		 54.3
Fwd: 21.9		 6.14 0.80
2.7		 8.8%
5.9%		 $2.50
3.3%		 36.0% 40.4% EPS: -21.4% | Sales: +13.8% 4.0 1.0 8.7 8.2 2.7
META
$618.94
Communication Services		 27.4
Fwd: 20.8		 2.27 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 4.2 1.0 7.5 8.4 2.7
COP
$85.66
Energy		 11.5
Fwd: 13.5		 6.18 0.36
1.3		 15.9%
15.9%		 $5.54
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +2.5% 3.9 1.0 5.2 6.1 2.7
LHX
$285.02
Industrials		 30.6
Fwd: 22.9		 10.85 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 1.0 5.6 6.9 2.7
MAR
$281.14
Consumer Cyclical		 29.7
Fwd: 24.9		 2.81 N/A
0.5		 N/A
10.1%		 $7.18
2.6%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 4.0 1.0 6.0 5.5 2.7
NOC
$571.96
Industrials		 20.5
Fwd: 19.8		 3.34 1.09
1.1		 26.1%
9.8%		 $12.85
2.2%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.1 1.0 5.2 6.0 2.7
XOM
$114.50
Energy		 16.6
Fwd: 15.4		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.9%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.1 1.0 5.4 3.8 2.7
CINF
$161.38
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.89
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 4.0 1.0 5.4 7.1 2.7
LOW
$231.35
Consumer Cyclical		 19.0
Fwd: 17.4		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 4.0 1.0 6.7 5.4 2.7
CHD
$86.21
Consumer Defensive		 27.1
Fwd: 23.0		 5.32 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 1.0 6.8 7.2 2.7
QSR
$68.16
Consumer Cyclical		 24.3
Fwd: 17.0		 2.60 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 3.9 1.0 5.7 6.0 2.7
HD
$369.07
Consumer Cyclical		 25.1
Fwd: 22.7		 4.87 5.75
1.1		 193.9%
8.9%		 $14.29
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 1.0 5.8 5.8 2.6
LRCX
$162.19
Technology		 35.7
Fwd: 29.1		 2.45 0.44
2.2		 62.3%
29.7%		 $4.42
2.7%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 4.7 1.0 7.7 4.9 2.6
NSSC
$42.81
Industrials		 34.9
Fwd: 27.9		 2.09 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 3.8 1.0 8.7 7.9 2.6
UNP
$217.99
Industrials		 18.5
Fwd: 17.1		 2.44 1.90
0.8		 41.6%
28.7%		 $10.14
4.7%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 4.3 1.0 5.0 2.5 2.6
UPS
$93.60
Industrials		 14.5
Fwd: 13.1		 12.58 1.85
1.3		 33.7%
6.2%		 $5.19
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 1.0 5.0 5.8 2.6
WRB
$74.58
Financial		 15.7
Fwd: 16.0		 2.41 0.32
0.4		 20.9%
13.0%		 $8.64
11.6%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 3.9 1.0 8.2 7.0 2.6
ABNB
$120.53
Consumer Cyclical		 29.1
Fwd: 25.1		 2.73 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 3.9 1.0 8.8 5.1 2.6
COF
$216.88
Financial		 92.0
Fwd: 10.4		 4.20 0.45
2.1		 1.5%
1.7%		 $32.81
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 1.0 5.7 6.0 2.6
FTNT
$80.54
Technology		 33.2
Fwd: 27.8		 3.11 1.35
1.0		 228.0%
28.6%		 $2.65
3.3%		 22.5% 42.9% EPS: +48.1% | Sales: +14.8% 4.0 1.0 8.8 9.4 2.6
JNJ
$186.97
Healthcare		 18.0
Fwd: 16.2		 2.45 0.58
1.1		 33.6%
27.3%		 $8.13
4.3%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 4.3 1.0 5.0 5.7 2.6
ROST
$160.23
Consumer Cyclical		 25.4
Fwd: 23.3		 4.33 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 1.0 5.3 5.1 2.6
ABBV
$219.04
Healthcare		 165.3
Fwd: 15.1		 9.56 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 1.6 6.5 5.8 2.6
EPAM
$168.00
Technology		 24.0
Fwd: 13.6		 2.91 0.04
3.2		 11.4%
7.9%		 $7.36
4.4%		 15.6% 11.6% EPS: -0.3% | Sales: +9.7% 4.1 1.0 6.8 8.2 2.6
IEX
$166.82
Industrials		 26.4
Fwd: 19.9		 5.44 0.48
2.9		 12.2%
14.0%		 $7.80
4.7%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 1.0 5.0 5.0 2.6
HON
$195.91
Industrials		 20.6
Fwd: 19.2		 3.49 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 4.1 1.0 5.2 3.9 2.6
PAYX
$112.82
Technology		 25.3
Fwd: 19.1		 3.27 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 4.1 1.0 5.5 8.1 2.6
PTC
$173.93
Technology		 28.3
Fwd: 20.4		 6.04 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +72.6% | Sales: +19.2% 4.1 1.0 7.7 7.8 2.6
WPM
$96.28
Basic Materials		 55.5
Fwd: 30.4		 1.72 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 4.3 1.0 7.0 0.5 2.6
IR
$77.68
Industrials		 57.6
Fwd: 21.7		 9.69 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 1.0 8.6 7.0 2.6
MKC
$64.05
Consumer Defensive		 22.2
Fwd: 20.1		 4.07 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 1.0 4.8 6.5 2.6
PEP
$141.58
Consumer Defensive		 26.9
Fwd: 16.5		 7.72 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 1.0 6.7 6.4 2.6
SNPS
$396.14
Technology		 31.0
Fwd: 28.2		 3.31 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 3.9 1.0 5.7 9.2 2.6
KO
$69.06
Consumer Defensive		 22.9
Fwd: 21.5		 3.66 1.52
1.2		 45.1%
27.3%		 $1.29
1.9%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 3.9 1.0 4.8 6.3 2.5
PCTY
$138.42
Technology		 34.6
Fwd: 17.0		 3.43 0.12
1.0		 20.4%
13.8%		 $7.33
5.3%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 3.9 1.0 9.0 9.1 2.5
TMO
$565.98
Healthcare		 32.7
Fwd: 23.0		 4.39 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 1.0 6.3 6.9 2.5
BR
$217.49
Technology		 27.8
Fwd: 21.3		 2.89 1.32
0.9		 38.2%
13.1%		 $11.03
5.1%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 4.1 1.0 6.2 7.1 2.5
INTU
$653.64
Technology		 47.7
Fwd: 24.9		 3.39 0.34
1.4		 20.3%
20.6%		 $21.82
3.3%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 3.9 1.0 7.8 8.9 2.5
TDY
$506.68
Technology		 29.4
Fwd: 21.4		 3.29 0.24
1.8		 8.1%
13.6%		 $22.12
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.1 1.0 6.0 7.0 2.5
TT
$435.60
Industrials		 33.5
Fwd: 29.4		 2.35 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 3.7 1.0 6.7 7.0 2.5
CRM
$239.27
Technology		 34.8
Fwd: 18.8		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 3.9 1.0 7.8 8.7 2.5
ENPH
$31.17
Technology		 21.6
Fwd: 14.8		 12.19 1.24
2.0		 20.3%
12.9%		 $1.66
5.3%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 1.0 6.5 6.7 2.5
REGN
$646.87
Healthcare		 15.5
Fwd: 15.1		 4.62 0.09
4.1		 15.2%
32.1%		 $40.18
6.2%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 1.0 8.5 8.4 2.5
WDAY
$224.50
Technology		 103.8
Fwd: 21.2		 4.85 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 1.0 6.6 8.4 2.5
ZM
$82.22
Technology		 21.7
Fwd: 13.9		 5.19 0.01
4.4		 13.6%
25.0%		 $6.16
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 1.0 9.3 6.7 2.5
CMCSA
$27.31
Communication Services		 4.5
Fwd: 6.5		 2.96 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 4.0 1.0 4.8 5.7 2.5
ITW
$244.30
Industrials		 23.7
Fwd: 21.8		 32.48 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 1.0 5.7 4.1 2.5
KLAC
$1206.40
Technology		 37.9
Fwd: 28.9		 3.43 1.22
2.6		 99.2%
33.8%		 $29.47
2.4%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.0 1.0 8.2 7.1 2.5
MCD
$298.41
Consumer Cyclical		 25.4
Fwd: 22.6		 3.67 N/A
1.0		 N/A
32.0%		 $10.33
3.5%		 3.9% 7.7% EPS: +2.1% | Sales: +1.3% 3.6 1.0 5.1 5.5 2.5
QLYS
$147.02
Technology		 28.5
Fwd: 19.9		 3.36 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 3.9 1.0 8.4 7.8 2.5
TXN
$161.38
Technology		 29.4
Fwd: 26.5		 2.39 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 4.5 1.0 4.4 3.3 2.5
AMAT
$233.53
Technology		 27.8
Fwd: 24.5		 3.53 0.35
2.5		 35.6%
23.9%		 $7.31
3.1%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.0 1.0 7.2 6.9 2.5
ADSK
$294.86
Technology		 61.1
Fwd: 26.1		 3.86 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 3.7 1.0 8.3 8.9 2.5
ICE
$147.52
Financial		 26.9
Fwd: 19.6		 2.35 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 3.6 1.0 6.8 6.9 2.5
ADP
$252.36
Technology		 24.9
Fwd: 21.1		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 3.9 1.0 6.5 7.3 2.5
NVMI
$314.02
Technology		 42.9
Fwd: 32.9		 2.63 0.19
2.6		 24.2%
29.1%		 $6.80
2.2%		 24.5% 35.3% EPS: +51.2% | Sales: +43.7% 4.0 1.0 8.4 6.2 2.5
VICI
$29.78
Real Estate		 11.3
Fwd: 10.5		 2.52 0.64
1.1		 10.4%
70.2%		 $2.30
7.7%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 3.5 1.0 7.6 7.1 2.5
LIN
$415.32
Basic Materials		 27.8
Fwd: 23.2		 3.43 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 3.5 1.0 6.1 5.5 2.5
MANH
$175.49
Technology		 49.9
Fwd: 32.3		 5.62 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 1.0 8.4 6.1 2.5
PH
$834.15
Industrials		 30.8
Fwd: 26.1		 3.83 0.69
1.2		 27.4%
17.8%		 $26.41
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: -0.4% 3.5 1.0 6.8 6.5 2.5
BLK
$1069.44
Financial		 27.8
Fwd: 19.7		 2.29 0.27
4.0		 12.6%
25.9%		 $24.64
2.3%		 7.0% 8.1% EPS: -3.8% | Sales: +15.8% 3.6 1.0 4.0 6.3 2.4
FICO
$1674.80
Technology		 63.1
Fwd: 33.6		 2.58 N/A
0.8		 N/A
32.8%		 $32.07
1.9%		 9.0% 27.4% EPS: +34.3% | Sales: +15.9% 3.7 1.0 7.2 8.2 2.4
ORCL
$243.80
Technology		 56.4
Fwd: 30.5		 2.58 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 4.0 1.0 4.7 5.9 2.4
RTX
$175.10
Industrials		 36.0
Fwd: 25.8		 3.61 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 3.5 1.0 5.9 6.3 2.4
DOCU
$69.73
Technology		 52.6
Fwd: 17.3		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 1.0 8.1 6.5 2.4
EMR
$131.49
Industrials		 32.5
Fwd: 18.6		 3.75 0.65
0.9		 10.9%
12.7%		 $4.74
3.6%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 3.7 1.0 4.7 4.2 2.4
MEDP
$592.19
Healthcare		 41.4
Fwd: 35.8		 3.11 0.49
0.6		 73.7%
18.4%		 $24.02
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 3.4 1.0 10.0 9.3 2.4
MSI
$389.10
Technology		 31.2
Fwd: 23.9		 3.73 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 3.9 1.0 6.2 6.3 2.4
NDAQ
$86.19
Financial		 30.7
Fwd: 22.8		 2.16 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 3.6 1.0 6.2 5.4 2.4
OKTA
$85.87
Technology		 101.2
Fwd: 23.7		 8.03 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 1.0 8.4 6.3 2.4
ONTO
$131.75
Technology		 32.6
Fwd: 23.5		 3.55 0.01
9.6		 10.5%
19.3%		 $4.87
3.7%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 1.0 9.2 6.3 2.4
CHKP
$196.52
Technology		 21.5
Fwd: 18.6		 2.60 0.00
1.2		 34.2%
37.6%		 $10.93
5.6%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 4.0 1.0 5.7 5.2 2.4
JKHY
$163.08
Technology		 24.8
Fwd: 23.4		 3.80 0.01
1.1		 23.4%
19.9%		 $8.20
5.0%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 3.8 1.0 6.3 7.0 2.4
ANET
$134.02
Technology		 51.0
Fwd: 40.0		 2.43 0.00
3.2		 31.7%
39.7%		 $3.22
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 3.8 1.0 9.3 6.6 2.4
ILMN
$121.11
Healthcare		 27.1
Fwd: 24.3		 2.50 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 3.9 1.0 6.3 4.8 2.4
KEYS
$185.05
Technology		 59.0
Fwd: 23.8		 4.96 0.49
3.6		 10.0%
10.4%		 $8.24
4.5%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 1.0 4.5 5.8 2.4
ON
$48.80
Technology		 63.7
Fwd: 16.8		 72.37 0.46
5.2		 3.9%
5.2%		 $3.40
7.0%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 1.0 6.0 4.0 2.4
BSX
$99.05
Healthcare		 53.0
Fwd: 28.5		 3.28 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 3.7 1.0 6.0 6.1 2.4
FIS
$64.68
Technology		 203.7
Fwd: 10.2		 20.96 0.94
0.5		 1.1%
1.7%		 $3.83
5.9%		 -0.4% 16.5% EPS: +102.2% | Sales: +4.3% 4.1 1.0 5.3 3.9 2.4
GGG
$81.24
Industrials		 27.8
Fwd: 25.6		 3.64 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 3.4 1.0 5.9 6.3 2.4
ORLY
$95.00
Consumer Cyclical		 32.9
Fwd: 28.6		 3.14 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 3.1 1.0 6.4 8.2 2.4
QCOM
$173.20
Technology		 35.4
Fwd: 13.8		 15.13 0.70
2.8		 23.3%
12.5%		 $11.88
6.9%		 13.5% 2.1% EPS: +34.2% | Sales: +13.7% 3.9 1.0 6.5 5.7 2.4
RSG
$204.23
Industrials		 30.4
Fwd: 27.9		 3.91 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 3.4 1.0 6.7 6.3 2.4
TRMB
$78.82
Technology		 53.6
Fwd: 23.0		 4.68 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -80.8% | Sales: -0.9% 3.9 1.0 5.5 5.6 2.4
WM
$199.62
Industrials		 31.5
Fwd: 24.0		 3.36 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 3.5 1.0 5.5 5.2 2.4
AME
$197.25
Industrials		 31.1
Fwd: 24.8		 3.95 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 3.5 1.0 5.8 4.9 2.4
MDT
$90.06
Healthcare		 24.9
Fwd: 14.8		 4.21 0.60
2.0		 9.7%
13.6%		 $4.13
4.6%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 1.0 4.7 4.4 2.4
HLT
$265.27
Consumer Cyclical		 38.4
Fwd: 29.2		 2.83 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 3.2 1.0 6.2 6.5 2.4
ROP
$444.48
Technology		 30.6
Fwd: 20.6		 3.58 0.47
0.6		 8.2%
20.3%		 $22.85
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.1 1.0 5.0 3.5 2.4
TJX
$143.77
Consumer Cyclical		 32.8
Fwd: 28.3		 3.46 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 3.4 1.0 5.3 4.9 2.4
DHR
$210.67
Healthcare		 43.4
Fwd: 25.1		 5.83 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 1.0 5.0 5.5 2.4
EXR
$131.06
Real Estate		 29.3
Fwd: 26.9		 3.48 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 3.1 1.0 7.3 8.3 2.3
BMI
$186.74
Technology		 39.8
Fwd: 34.3		 3.59 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 3.9 1.0 8.2 4.7 2.3
CELH
$45.06
Consumer Defensive		 124.2
Fwd: 30.2		 2.04 0.42
2.1		 7.9%
5.6%		 $0.82
1.8%		 78.3% 54.3% EPS: -64.7% | Sales: +11.8% 3.3 1.0 8.6 6.4 2.3
EA
$200.38
Communication Services		 58.6
Fwd: 21.6		 4.24 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 1.0 5.3 5.0 2.3
SOFI
$27.16
Financial		 49.1
Fwd: 44.9		 1.71 0.32
4.9		 8.6%
14.4%		 $1.30
4.8%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 3.4 1.0 8.4 5.1 2.3
TDG
$1271.60
Industrials		 42.2
Fwd: 31.6		 3.85 N/A
3.1		 N/A
20.4%		 $33.83
2.7%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.2 1.0 6.7 6.3 2.3
XYL
$150.34
Industrials		 38.7
Fwd: 27.1		 2.96 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 3.2 1.0 6.1 6.3 2.3
ENB
$46.88
Energy		 23.1
Fwd: 20.4		 3.06 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 3.4 1.0 5.0 2.9 2.3
EW
$82.44
Healthcare		 35.1
Fwd: 28.7		 3.57 0.07
4.0		 13.6%
23.5%		 $1.37
1.7%		 4.6% -2.4% EPS: +65.3% | Sales: +0.2% 3.7 1.0 4.5 4.3 2.3
VRSN
$239.60
Technology		 27.9
Fwd: 24.4		 3.25 N/A
0.5		 N/A
49.9%		 $10.84
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 3.8 1.0 5.0 4.9 2.3
WST
$275.34
Healthcare		 40.8
Fwd: 35.3		 4.35 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 1.0 6.6 7.0 2.3
KMI
$26.12
Energy		 21.4
Fwd: 19.1		 2.46 1.06
0.6		 8.9%
16.6%		 $1.12
4.3%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 3.4 1.0 5.0 2.8 2.3
CDNS
$324.45
Technology		 83.7
Fwd: 40.2		 5.21 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 1.0 6.8 8.8 2.3
CTAS
$184.89
Industrials		 41.1
Fwd: 34.5		 3.91 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.0 1.0 7.0 7.6 2.3
PSA
$273.96
Real Estate		 28.5
Fwd: 26.3		 22.96 1.08
1.7		 20.0%
35.4%		 $16.69
6.1%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 1.0 8.5 6.8 2.3
PWR
$442.90
Industrials		 65.7
Fwd: 35.6		 3.88 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.0 1.0 8.0 7.7 2.3
SYK
$353.81
Healthcare		 46.5
Fwd: 23.6		 4.18 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 1.0 5.7 3.8 2.3
FAST
$40.77
Industrials		 38.2
Fwd: 33.5		 3.81 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 2.9 1.0 5.5 8.5 2.3
HOLX
$74.15
Healthcare		 29.9
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 3.6 1.0 5.0 4.6 2.3
SHW
$333.66
Basic Materials		 32.6
Fwd: 26.5		 4.19 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 1.0 6.3 6.5 2.3
UL
$60.91
Consumer Defensive		 25.0
Fwd: 16.8		 3.36 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 3.9 1.0 5.0 0.5 2.3
ATEN
$17.79
Technology		 26.1
Fwd: 18.7		 3.83 1.11
3.6		 23.9%
17.8%		 $1.00
5.6%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 3.9 1.0 5.2 3.1 2.2
AMD
$237.70
Technology		 117.5
Fwd: 37.4		 2.79 0.06
2.3		 5.3%
10.3%		 $3.36
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 3.2 1.0 8.7 8.1 2.2
LMAT
$85.60
Healthcare		 41.6
Fwd: 34.4		 3.25 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.2 1.0 7.5 7.3 2.2
SBAC
$194.75
Real Estate		 24.5
Fwd: 22.0		 2.67 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 3.4 1.0 6.4 3.4 2.2
COST
$923.58
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 1.0 9.1 8.9 2.2
WMT
$101.68
Consumer Defensive		 38.4
Fwd: 34.5		 4.06 0.72
0.8		 24.5%
3.1%		 $1.72
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 1.0 5.8 6.8 2.2
ROK
$372.50
Industrials		 43.7
Fwd: 28.3		 3.68 1.12
1.1		 28.5%
12.0%		 $11.74
3.2%		 4.3% 7.3% EPS: -3.3% | Sales: -8.2% 3.2 1.0 5.7 4.7 2.2
VMC
$286.30
Basic Materials		 34.0
Fwd: 29.1		 2.38 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 2.9 1.0 5.5 6.9 2.2
BRK-B
$493.15
Financial		 15.8
Fwd: 22.7		 16.26 0.22
5.9		 10.2%
18.1%		 $8.95
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 1.0 3.7 6.0 2.2
MLM
$608.33
Basic Materials		 32.0
Fwd: 28.0		 2.72 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 2.9 1.0 5.2 6.8 2.2
NOW
$858.77
Technology		 103.8
Fwd: 42.1		 5.02 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 1.0 9.1 7.5 2.2
TYL
$465.01
Technology		 64.8
Fwd: 37.0		 4.47 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 1.0 6.5 7.5 2.2
ETN
$377.40
Industrials		 37.7
Fwd: 27.4		 2.97 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 3.2 1.0 5.7 4.3 2.2
MKTX
$165.75
Financial		 27.9
Fwd: 20.5		 3.45 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.0 1.0 6.3 6.6 2.2
APD
$258.79
Basic Materials		 37.2
Fwd: 18.5		 4.18 1.18
1.3		 10.3%
13.0%		 N/A
N/A		 6.3% 16.8% EPS: -39.5% | Sales: -0.4% 3.2 1.0 5.0 3.2 2.2
VRSK
$212.87
Industrials		 32.5
Fwd: 27.7		 3.67 12.98
1.2		 270.5%
30.4%		 $8.01
3.8%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 3.1 1.0 6.8 5.0 2.2
ROL
$58.65
Consumer Cyclical		 55.1
Fwd: 46.5		 4.25 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 1.0 8.2 7.4 2.2
O
$56.33
Real Estate		 52.6
Fwd: 36.6		 2.94 0.74
2.2		 2.5%
17.1%		 $3.99
7.1%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 2.7 1.0 7.7 7.9 2.1
SPGI
$490.00
Financial		 35.6
Fwd: 24.8		 2.95 0.36
1.0		 12.6%
28.1%		 $18.03
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 2.7 1.0 7.7 8.3 2.1
CAT
$569.78
Industrials		 29.2
Fwd: 25.8		 4.58 2.01
1.4		 46.3%
14.3%		 $16.15
2.8%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 1.0 6.0 4.1 2.1
VEEV
$291.21
Healthcare		 59.7
Fwd: 34.4		 4.22 0.01
5.6		 13.7%
27.3%		 $8.10
2.8%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 1.0 9.2 7.7 2.1
PANW
$211.37
Technology		 132.1
Fwd: 49.0		 9.79 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 1.0 7.5 8.2 2.1
DOCS
$62.58
Healthcare		 53.7
Fwd: 37.3		 5.24 0.01
6.4		 24.2%
39.9%		 $1.53
2.5%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 1.0 9.8 7.2 2.1
MNST
$66.31
Consumer Defensive		 41.4
Fwd: 31.2		 3.29 0.00
3.5		 24.1%
20.5%		 $1.90
2.9%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 2.7 1.0 8.8 7.5 2.1
AVGO
$355.59
Technology		 90.8
Fwd: 38.2		 2.57 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 2.9 1.0 7.5 7.2 2.1
MA
$553.28
Financial		 35.4
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 2.7 1.0 7.4 6.7 2.1
IDXX
$713.74
Healthcare		 56.6
Fwd: 49.7		 3.68 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 2.6 1.0 7.7 7.7 2.0
HIMS
$41.52
Healthcare		 76.8
Fwd: 55.9		 3.47 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 2.7 1.0 6.4 6.0 2.0
TRI
$138.97
Industrials		 35.7
Fwd: 31.2		 3.55 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.4% | Sales: +3.0% 3.1 1.0 5.2 0.5 1.9
ECL
$253.06
Basic Materials		 36.4
Fwd: 29.8		 2.76 0.91
1.7		 21.7%
12.5%		 $5.48
2.2%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 2.7 1.0 4.8 3.1 1.9
PODD
$323.40
Healthcare		 98.4
Fwd: 54.3		 3.04 0.97
2.2		 19.2%
10.0%		 $5.62
1.7%		 22.9% 98.8% EPS: -40.5% | Sales: +26.0% 2.4 1.0 9.0 8.0 1.9
MCO
$482.21
Financial		 38.8
Fwd: 29.6		 2.90 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 2.4 1.0 6.0 6.8 1.9
V
$336.96
Financial		 33.3
Fwd: 23.3		 2.69 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 2.4 1.0 8.6 6.1 1.9
CSGP
$67.36
Real Estate		 1310.5
Fwd: 47.2		 37.36 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 1.0 7.7 8.4 1.9
ISRG
$547.78
Healthcare		 72.5
Fwd: 56.6		 4.85 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 1.0 7.0 6.0 1.8
CME
$271.42
Financial		 26.3
Fwd: 23.4		 4.12 0.13
1.0		 13.3%
58.1%		 $11.32
4.2%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 1.0 5.8 5.9 1.8
DLR
$168.35
Real Estate		 43.5
Fwd: 102.2		 4.82 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 1.0 6.4 5.8 1.8
HEI
$317.56
Industrials		 69.6
Fwd: 59.8		 4.04 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 1.0 6.9 7.2 1.7
HOOD
$127.08
Financial		 52.8
Fwd: 56.7		 2.42 2.25
1.2		 27.8%
52.0%		 N/A
N/A		 60.7% N/A EPS: +508.7% | Sales: +73.2% 2.3 1.0 8.2 4.2 1.7
TSLA
$445.91
Consumer Cyclical		 297.9
Fwd: 201.7		 33.63 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 1.8 1.0 7.8 7.5 1.7
DDOG
$190.82
Technology		 551.3
Fwd: 85.0		 37.30 0.40
3.4		 4.5%
4.1%		 $2.65
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.0% 2.0 1.0 7.7 6.5 1.7
SHOP
$156.05
Technology		 114.3
Fwd: 85.2		 5.33 0.09
3.9		 15.7%
16.6%		 $1.46
0.9%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 1.0 8.4 5.9 1.7
AXON
$587.14
Industrials		 185.9
Fwd: 76.7		 10.63 0.69
3.1		 10.0%
10.1%		 $1.85
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 1.0 7.1 4.6 1.6
AAPL
$269.77
Technology		 36.2
Fwd: 29.9		 3.61 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.0 8.7 7.8 5.3 7.4
AWI
$187.08
Industrials		 26.8
Fwd: 22.2		 1.84 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 6.1 7.9 6.8 6.0 7.2
ADBE
$327.35
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.92
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 7.5 3.3 9.5 9.2 5.7
ABNB
$120.53
Consumer Cyclical		 29.1
Fwd: 25.1		 2.73 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 3.9 3.4 9.6 5.1 4.7
EXEL
$40.80
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.2 1.0 9.7 8.2 4.7
DECK
$79.81
Consumer Cyclical		 11.8
Fwd: 11.6		 1.68 0.14
3.1		 43.3%
19.4%		 $6.72
8.4%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.4 1.0 9.1 9.5 4.6
HALO
$68.39
Healthcare		 14.4
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.4 1.0 9.2 7.0 4.5
ACAD
$21.65
Healthcare		 13.9
Fwd: 30.2		 N/A 0.05
3.0		 35.0%
24.9%		 $1.11
5.1%		 23.1% N/A EPS: +627.8% | Sales: +12.7% 5.7 2.8 8.2 5.7 4.5
ODD
$39.96
Technology		 22.3
Fwd: 17.9		 1.20 0.07
6.3		 30.4%
14.7%		 $2.33
5.8%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 7.9 1.0 10.0 7.9 4.5
QFIN
$22.58
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 9.6 1.0 7.7 7.4 4.5
DUOL
$193.74
Technology		 24.6
Fwd: 43.1		 0.55 0.07
2.8		 36.2%
40.0%		 $7.16
3.7%		 60.3% N/A EPS: +68.5% | Sales: +39.9% 8.6 1.0 8.8 7.5 4.4
PINS
$26.28
Communication Services		 9.1
Fwd: 13.1		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.3%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 9.2 1.0 7.7 5.9 4.3
ADP
$252.36
Technology		 24.9
Fwd: 21.1		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 3.9 2.5 8.5 7.3 4.2
BKNG
$4899.05
Consumer Cyclical		 31.8
Fwd: 18.4		 1.80 N/A
1.3		 N/A
19.4%		 $257.98
5.3%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 6.8 1.0 8.5 6.9 4.2
PYPL
$66.26
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.0 1.0 8.0 8.0 4.1
LRN
$70.62
Consumer Defensive		 10.9
Fwd: 9.0		 0.85 0.38
6.8		 23.0%
12.8%		 $8.61
12.2%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 8.8 1.0 9.0 4.7 4.1
DASH
$196.46
Consumer Cyclical		 99.8
Fwd: 54.4		 0.61 0.34
2.0		 10.1%
6.8%		 $4.87
2.5%		 64.7% N/A EPS: +283.9% | Sales: +24.5% 7.9 1.0 6.7 6.0 4.1
CARG
$33.13
Consumer Cyclical		 26.7
Fwd: 13.4		 1.37 0.45
3.0		 29.2%
14.1%		 $2.31
7.0%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 7.1 1.0 8.0 5.2 4.1
APP
$621.36
Communication Services		 78.3
Fwd: 42.6		 1.26 2.38
3.2		 230.7%
49.3%		 $9.91
1.6%		 36.5% 84.3% EPS: +180.2% | Sales: +28.7% 5.4 1.0 10.0 7.6 4.1
CPRX
$20.99
Healthcare		 12.2
Fwd: 12.4		 1.20 0.00
6.6		 27.5%
37.6%		 $1.92
9.1%		 36.9% 34.3% EPS: +197.0% | Sales: +25.6% 7.6 1.0 8.8 6.8 4.1
LULU
$163.55
Consumer Cyclical		 11.2
Fwd: 12.9		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 1.0 7.9 7.7 4.1
SCHW
$94.20
Financial		 22.1
Fwd: 16.9		 0.84 0.56
1.2		 17.0%
28.6%		 $21.71
23.0%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.4 1.0 7.4 6.5 4.1
ASML
$1029.20
Technology		 38.5
Fwd: 34.0		 1.71 0.14
1.3		 51.7%
29.4%		 $25.16
2.4%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 6.5 1.0 8.8 9.1 4.0
AMAT
$233.53
Technology		 27.8
Fwd: 24.5		 3.53 0.35
2.5		 35.6%
23.9%		 $7.31
3.1%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.0 2.3 8.1 6.9 4.0
ABT
$124.95
Healthcare		 15.7
Fwd: 22.0		 1.51 0.25
1.7		 30.6%
31.7%		 $3.98
3.2%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 6.3 2.0 6.7 6.0 4.0
MELI
$2128.33
Consumer Cyclical		 52.0
Fwd: 34.6		 1.66 2.08
1.2		 40.6%
7.9%		 $130.49
6.1%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 5.6 1.0 8.8 8.2 4.0
YOU
$32.02
Technology		 17.2
Fwd: 25.1		 N/A 0.95
0.9		 128.7%
21.2%		 $2.30
7.2%		 32.0% N/A EPS: +135.7% | Sales: +19.9% 6.2 1.0 9.8 5.5 4.0
GILD
$123.40
Healthcare		 19.1
Fwd: 14.2		 0.73 1.16
1.5		 40.6%
27.9%		 $7.55
6.1%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 8.9 1.0 7.3 4.5 4.0
APPF
$250.27
Technology		 44.9
Fwd: 39.2		 1.96 0.08
2.9		 44.7%
22.5%		 $5.89
2.4%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 5.4 1.0 9.4 9.3 4.0
MTB
$183.30
Financial		 11.3
Fwd: 9.8		 0.89 0.52
0.4		 9.6%
19.8%		 $23.77
13.0%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 8.7 1.0 6.2 6.1 4.0
PAYC
$164.01
Technology		 20.4
Fwd: 16.4		 1.92 0.05
1.1		 28.6%
22.6%		 $6.78
4.1%		 20.6% 23.6% EPS: -10.6% | Sales: +9.7% 6.4 1.0 8.2 9.8 3.9
BMRN
$51.84
Healthcare		 19.4
Fwd: 11.5		 0.59 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.4 1.0 6.2 4.9 3.9
DAL
$57.81
Industrials		 8.2
Fwd: 8.0		 0.82 1.11
0.4		 28.5%
7.4%		 $4.71
8.1%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.0 1.0 5.3 4.5 3.9
DXCM
$58.02
Healthcare		 32.3
Fwd: 23.2		 1.45 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 6.1 1.0 9.0 8.8 3.9
NVDA
$188.08
Technology		 53.5
Fwd: 28.1		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 6.1 1.0 8.5 8.9 3.9
ADSK
$294.86
Technology		 61.1
Fwd: 26.1		 3.86 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 3.7 1.7 8.6 8.9 3.8
GOOGL
$284.75
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 6.2 1.0 7.6 8.6 3.8
TSM
$289.24
Technology		 29.6
Fwd: 23.2		 0.98 0.19
2.7		 34.9%
43.7%		 $5.89
2.0%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 8.6 1.0 7.7 0.5 3.8
EXLS
$38.75
Technology		 26.2
Fwd: 17.7		 1.73 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 5.8 1.0 8.6 7.9 3.8
MLI
$106.47
Industrials		 15.9
Fwd: 13.8		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 1.0 8.2 4.5 3.8
CPNG
$29.00
Consumer Cyclical		 137.2
Fwd: 55.2		 1.08 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 6.8 1.0 6.5 5.7 3.8
PGR
$209.61
Financial		 11.5
Fwd: 12.8		 2.14 0.19
0.7		 34.2%
12.6%		 $29.07
13.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 5.3 1.0 9.8 9.4 3.8
MPWR
$958.07
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 6.4 1.0 7.8 7.4 3.7
CHTR
$217.86
Communication Services		 6.0
Fwd: 5.1		 0.51 6.24
0.4		 34.8%
9.3%		 $16.97
7.8%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.4 1.0 4.3 6.0 3.7
DT
$46.06
Technology		 27.6
Fwd: 25.1		 1.83 0.03
1.5		 20.6%
27.3%		 $1.58
3.4%		 25.5% N/A EPS: +214.5% | Sales: +18.5% 6.2 1.0 7.8 7.6 3.7
NFLX
$1097.02
Communication Services		 45.8
Fwd: 33.9		 1.79 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 5.8 1.0 7.6 8.0 3.7
FSLR
$271.98
Technology		 20.9
Fwd: 12.1		 0.65 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.4 1.0 5.3 4.6 3.7
FITB
$42.54
Financial		 12.7
Fwd: 11.9		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.6 1.0 5.3 3.8 3.7
FTNT
$80.54
Technology		 33.2
Fwd: 27.8		 3.11 1.35
1.0		 228.0%
28.6%		 $2.65
3.3%		 22.5% 42.9% EPS: +48.1% | Sales: +14.8% 4.0 1.0 9.2 9.4 3.6
AZO
$3673.66
Consumer Cyclical		 25.4
Fwd: 20.1		 2.09 N/A
0.9		 N/A
13.2%		 $107.64
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 5.1 1.0 7.8 7.3 3.6
QLYS
$147.02
Technology		 28.5
Fwd: 19.9		 3.36 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 3.9 1.0 9.6 7.8 3.6
GDDY
$132.95
Technology		 22.9
Fwd: 18.6		 2.12 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 5.3 1.0 8.2 7.3 3.6
GS
$787.58
Financial		 16.0
Fwd: 14.2		 1.06 5.24
1.3		 13.6%
12.5%		 $190.70
24.2%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 7.5 1.0 6.6 3.8 3.6
APH
$138.11
Technology		 46.0
Fwd: 35.4		 1.38 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 5.9 1.0 7.5 7.2 3.6
RMD
$249.65
Healthcare		 25.6
Fwd: 20.6		 2.25 0.14
2.9		 25.4%
27.4%		 $12.11
4.9%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 4.5 1.0 9.1 9.1 3.6
ANET
$134.02
Technology		 51.0
Fwd: 40.0		 2.43 0.00
3.2		 31.7%
39.7%		 $3.22
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 3.8 1.0 9.8 6.6 3.6
MANH
$175.49
Technology		 49.9
Fwd: 32.3		 5.62 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 1.0 9.6 6.1 3.5
MSFT
$497.10
Technology		 35.4
Fwd: 26.5		 2.01 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 5.2 1.0 7.5 9.1 3.5
PCTY
$138.42
Technology		 34.6
Fwd: 17.0		 3.43 0.12
1.0		 20.4%
13.8%		 $7.33
5.3%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 3.9 1.0 8.8 9.1 3.5
MEDP
$592.19
Healthcare		 41.4
Fwd: 35.8		 3.11 0.49
0.6		 73.7%
18.4%		 $24.02
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 3.4 1.0 10.0 9.3 3.5
CB
$283.05
Financial		 11.8
Fwd: 10.8		 1.42 0.31
0.4		 14.1%
16.5%		 $37.34
13.2%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 6.2 1.0 7.3 6.2 3.5
KLAC
$1206.40
Technology		 37.9
Fwd: 28.9		 3.43 1.22
2.6		 99.2%
33.8%		 $29.47
2.4%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.0 1.0 8.8 7.1 3.5
CMG
$30.56
Consumer Cyclical		 26.9
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 3.9 1.0 8.4 7.7 3.4
LRCX
$162.19
Technology		 35.7
Fwd: 29.1		 2.45 0.44
2.2		 62.3%
29.7%		 $4.42
2.7%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 4.7 1.0 8.7 4.9 3.4
DPZ
$401.46
Consumer Cyclical		 23.5
Fwd: 20.5		 2.75 N/A
1.6		 N/A
12.2%		 $18.69
4.7%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 3.9 1.0 8.4 6.9 3.4
ABBV
$219.04
Healthcare		 165.3
Fwd: 15.1		 9.56 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 2.2 6.1 5.8 3.4
FICO
$1674.80
Technology		 63.1
Fwd: 33.6		 2.58 N/A
0.8		 N/A
32.8%		 $32.07
1.9%		 9.0% 27.4% EPS: +34.3% | Sales: +15.9% 3.7 1.0 8.6 8.2 3.4
META
$618.94
Communication Services		 27.4
Fwd: 20.8		 2.27 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 4.2 1.0 7.7 8.4 3.4
ULTA
$509.85
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.0 1.0 8.1 6.9 3.4
ZM
$82.22
Technology		 21.7
Fwd: 13.9		 5.19 0.01
4.4		 13.6%
25.0%		 $6.16
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 1.0 8.3 6.7 3.4
DIS
$110.49
Communication Services		 17.3
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 7.0 1.0 5.2 5.2 3.3
INTU
$653.64
Technology		 47.7
Fwd: 24.9		 3.39 0.34
1.4		 20.3%
20.6%		 $21.82
3.3%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 3.9 1.0 8.0 8.9 3.3
LMT
$468.92
Industrials		 26.2
Fwd: 16.0		 2.20 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 5.3 1.0 6.9 6.2 3.3
NSSC
$42.81
Industrials		 34.9
Fwd: 27.9		 2.09 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 3.8 1.0 8.7 7.9 3.3
AMZN
$243.04
Consumer Cyclical		 34.3
Fwd: 31.0		 1.71 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 4.6 1.0 6.9 7.1 3.3
LOW
$231.35
Consumer Cyclical		 19.0
Fwd: 17.4		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 4.0 1.0 8.2 5.4 3.3
NVMI
$314.02
Technology		 42.9
Fwd: 32.9		 2.63 0.19
2.6		 24.2%
29.1%		 $6.80
2.2%		 24.5% 35.3% EPS: +51.2% | Sales: +43.7% 4.0 1.0 8.4 6.2 3.3
GWW
$952.66
Industrials		 26.6
Fwd: 21.8		 3.65 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.0 1.0 8.1 7.9 3.3
BMI
$186.74
Technology		 39.8
Fwd: 34.3		 3.59 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 3.9 1.0 8.6 4.7 3.3
ETSY
$56.80
Consumer Cyclical		 39.7
Fwd: 22.4		 4.92 N/A
3.2		 N/A
6.4%		 $6.44
11.3%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 1.0 6.7 8.4 3.3
PTC
$173.93
Technology		 28.3
Fwd: 20.4		 6.04 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +72.6% | Sales: +19.2% 4.1 1.0 7.5 7.8 3.2
ROL
$58.65
Consumer Cyclical		 55.1
Fwd: 46.5		 4.25 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 1.0 9.1 7.4 3.2
CHKP
$196.52
Technology		 21.5
Fwd: 18.6		 2.60 0.00
1.2		 34.2%
37.6%		 $10.93
5.6%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 4.0 1.0 8.2 5.2 3.2
CPRT
$39.98
Industrials		 25.2
Fwd: 21.2		 2.38 0.01
8.2		 18.6%
33.4%		 $1.27
3.2%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 4.3 1.0 7.4 7.7 3.2
JKHY
$163.08
Technology		 24.8
Fwd: 23.4		 3.80 0.01
1.1		 23.4%
19.9%		 $8.20
5.0%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 3.8 1.0 8.0 7.0 3.2
SBUX
$82.22
Consumer Cyclical		 50.5
Fwd: 27.1		 2.66 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.0 1.0 7.1 7.3 3.2
DOCS
$62.58
Healthcare		 53.7
Fwd: 37.3		 5.24 0.01
6.4		 24.2%
39.9%		 $1.53
2.5%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 1.0 9.5 7.2 3.2
DOCU
$69.73
Technology		 52.6
Fwd: 17.3		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 1.0 8.0 6.5 3.2
BR
$217.49
Technology		 27.8
Fwd: 21.3		 2.89 1.32
0.9		 38.2%
13.1%		 $11.03
5.1%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 4.1 1.0 7.5 7.1 3.2
CTSH
$72.83
Technology		 16.9
Fwd: 13.0		 1.94 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 5.5 1.0 6.5 5.8 3.2
NOW
$858.77
Technology		 103.8
Fwd: 42.1		 5.02 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 1.0 8.3 7.5 3.2
PAYX
$112.82
Technology		 25.3
Fwd: 19.1		 3.27 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 4.1 1.0 7.2 8.1 3.2
HD
$369.07
Consumer Cyclical		 25.1
Fwd: 22.7		 4.87 5.75
1.1		 193.9%
8.9%		 $14.29
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 1.0 7.5 5.8 3.2
QCOM
$173.20
Technology		 35.4
Fwd: 13.8		 15.13 0.70
2.8		 23.3%
12.5%		 $11.88
6.9%		 13.5% 2.1% EPS: +34.2% | Sales: +13.7% 3.9 1.0 8.0 5.7 3.2
SAP
$253.88
Technology		 38.0
Fwd: 30.4		 1.36 0.21
1.1		 16.3%
19.5%		 $6.32
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 6.7 1.0 6.5 0.5 3.2
ONTO
$131.75
Technology		 32.6
Fwd: 23.5		 3.55 0.01
9.6		 10.5%
19.3%		 $4.87
3.7%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 1.0 7.8 6.3 3.2
ZTS
$119.56
Healthcare		 20.1
Fwd: 17.5		 2.48 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 4.3 1.0 7.4 7.7 3.2
GD
$340.30
Industrials		 22.1
Fwd: 19.8		 1.95 0.40
1.4		 17.8%
8.2%		 $17.82
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 5.0 1.0 6.4 5.8 3.2
POOL
$248.37
Industrials		 22.7
Fwd: 21.4		 4.75 1.01
2.6		 29.2%
7.8%		 $10.60
4.3%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 1.0 7.5 6.4 3.1
SLB
$36.36
Energy		 14.1
Fwd: 12.3		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 1.0 5.0 3.8 3.1
CDNS
$324.45
Technology		 83.7
Fwd: 40.2		 5.21 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 1.0 7.6 8.8 3.1
MAR
$281.14
Consumer Cyclical		 29.7
Fwd: 24.9		 2.81 N/A
0.5		 N/A
10.1%		 $7.18
2.6%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 4.0 1.0 7.1 5.5 3.1
MSI
$389.10
Technology		 31.2
Fwd: 23.9		 3.73 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 3.9 1.0 7.5 6.3 3.1
NKE
$61.89
Consumer Cyclical		 31.7
Fwd: 24.8		 2.67 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 4.2 1.0 6.5 6.5 3.1
USLM
$114.29
Basic Materials		 25.1
Fwd: 23.6		 2.21 0.01
19.0		 24.3%
35.8%		 $3.64
3.2%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 4.2 1.0 7.8 7.0 3.1
ENPH
$31.17
Technology		 21.6
Fwd: 14.8		 12.19 1.24
2.0		 20.3%
12.9%		 $1.66
5.3%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 1.0 7.0 6.7 3.1
EPAM
$168.00
Technology		 24.0
Fwd: 13.6		 2.91 0.04
3.2		 11.4%
7.9%		 $7.36
4.4%		 15.6% 11.6% EPS: -0.3% | Sales: +9.7% 4.1 1.0 6.7 8.2 3.1
REGN
$646.87
Healthcare		 15.5
Fwd: 15.1		 4.62 0.09
4.1		 15.2%
32.1%		 $40.18
6.2%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 1.0 7.5 8.4 3.1
CTAS
$184.89
Industrials		 41.1
Fwd: 34.5		 3.91 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.0 1.0 8.5 7.6 3.1
PANW
$211.37
Technology		 132.1
Fwd: 49.0		 9.79 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 1.0 7.8 8.2 3.1
BABA
$167.61
Consumer Cyclical		 19.6
Fwd: 17.5		 2.24 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 4.4 1.0 5.7 7.7 3.1
HLT
$265.27
Consumer Cyclical		 38.4
Fwd: 29.2		 2.83 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 3.2 1.0 7.6 6.5 3.1
WRB
$74.58
Financial		 15.7
Fwd: 16.0		 2.41 0.32
0.4		 20.9%
13.0%		 $8.64
11.6%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 3.9 1.0 8.1 7.0 3.1
AVGO
$355.59
Technology		 90.8
Fwd: 38.2		 2.57 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 2.9 1.0 7.9 7.2 3.0
ITW
$244.30
Industrials		 23.7
Fwd: 21.8		 32.48 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 1.0 8.0 4.1 3.0
ROST
$160.23
Consumer Cyclical		 25.4
Fwd: 23.3		 4.33 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 1.0 7.0 5.1 3.0
CRM
$239.27
Technology		 34.8
Fwd: 18.8		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 3.9 1.0 6.5 8.7 3.0
ORLY
$95.00
Consumer Cyclical		 32.9
Fwd: 28.6		 3.14 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 3.1 1.0 7.2 8.2 3.0
TT
$435.60
Industrials		 33.5
Fwd: 29.4		 2.35 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 3.7 1.0 7.4 7.0 3.0
IDXX
$713.74
Healthcare		 56.6
Fwd: 49.7		 3.68 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 2.6 1.0 8.7 7.7 3.0
VEEV
$291.21
Healthcare		 59.7
Fwd: 34.4		 4.22 0.01
5.6		 13.7%
27.3%		 $8.10
2.8%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 1.0 8.2 7.7 3.0
SQ
$70.93
Technology		 15.2
Fwd: 20.0		 1.58 0.28
2.0		 14.3%
12.4%		 $1.74
2.5%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 6.0 1.0 5.6 N/A 3.0
CMI
$462.80
Industrials		 21.8
Fwd: 18.8		 2.07 0.74
1.6		 27.6%
8.7%		 $11.99
2.6%		 7.7% 14.4% EPS: +53.4% | Sales: -1.3% 4.7 1.0 6.0 5.5 3.0
PH
$834.15
Industrials		 30.8
Fwd: 26.1		 3.83 0.69
1.2		 27.4%
17.8%		 $26.41
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: -0.4% 3.5 1.0 7.5 6.5 3.0
SMCI
$40.33
Technology		 32.2
Fwd: 13.2		 1.66 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 6.1 1.0 4.7 6.2 3.0
AXP
$365.73
Financial		 24.6
Fwd: 21.0		 1.97 1.83
7.2		 33.7%
13.2%		 $27.50
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 4.5 1.0 6.8 6.2 3.0
JNJ
$186.97
Healthcare		 18.0
Fwd: 16.2		 2.45 0.58
1.1		 33.6%
27.3%		 $8.13
4.3%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 4.3 1.0 6.8 5.7 3.0
SE
$153.56
Consumer Cyclical		 77.9
Fwd: 31.2		 1.59 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 4.7 1.0 5.2 5.9 3.0
OKTA
$85.87
Technology		 101.2
Fwd: 23.7		 8.03 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 1.0 6.7 6.3 3.0
WDAY
$224.50
Technology		 103.8
Fwd: 21.2		 4.85 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 1.0 6.2 8.4 3.0
FAST
$40.77
Industrials		 38.2
Fwd: 33.5		 3.81 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 2.9 1.0 7.5 8.5 2.9
GGG
$81.24
Industrials		 27.8
Fwd: 25.6		 3.64 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 3.4 1.0 7.3 6.3 2.9
IR
$77.68
Industrials		 57.6
Fwd: 21.7		 9.69 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 1.0 6.7 7.0 2.9
AMD
$237.70
Technology		 117.5
Fwd: 37.4		 2.79 0.06
2.3		 5.3%
10.3%		 $3.36
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 3.2 1.0 6.7 8.1 2.9
ILMN
$121.11
Healthcare		 27.1
Fwd: 24.3		 2.50 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 3.9 1.0 7.2 4.8 2.9
TJX
$143.77
Consumer Cyclical		 32.8
Fwd: 28.3		 3.46 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 3.4 1.0 7.0 4.9 2.9
CINF
$161.38
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.89
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 4.0 1.0 6.7 7.1 2.9
TDY
$506.68
Technology		 29.4
Fwd: 21.4		 3.29 0.24
1.8		 8.1%
13.6%		 $22.12
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.1 1.0 6.0 7.0 2.9
BRO
$76.42
Financial		 22.9
Fwd: 16.2		 2.18 0.65
1.2		 10.5%
18.0%		 $3.80
5.0%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 4.1 1.0 6.1 8.3 2.9
MCD
$298.41
Consumer Cyclical		 25.4
Fwd: 22.6		 3.67 N/A
1.0		 N/A
32.0%		 $10.33
3.5%		 3.9% 7.7% EPS: +2.1% | Sales: +1.3% 3.6 1.0 6.4 5.5 2.9
MS
$163.42
Financial		 16.8
Fwd: 15.6		 1.27 3.92
1.6		 15.2%
13.8%		 $6.48
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 6.1 1.0 4.2 3.9 2.9
VRSK
$212.87
Industrials		 32.5
Fwd: 27.7		 3.67 12.98
1.2		 270.5%
30.4%		 $8.01
3.8%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 3.1 1.0 8.0 5.0 2.9
CMCSA
$27.31
Communication Services		 4.5
Fwd: 6.5		 2.96 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 4.0 1.0 5.9 5.7 2.9
GATX
$152.94
Industrials		 17.9
Fwd: 15.7		 1.91 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 5.4 1.0 4.4 4.5 2.9
HON
$195.91
Industrials		 20.6
Fwd: 19.2		 3.49 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 4.1 1.0 6.4 3.9 2.8
MA
$553.28
Financial		 35.4
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 2.7 1.0 8.8 6.7 2.8
QSR
$68.16
Consumer Cyclical		 24.3
Fwd: 17.0		 2.60 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 3.9 1.0 5.5 6.0 2.8
AMT
$178.09
Real Estate		 28.4
Fwd: 25.7		 1.90 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 5.3 1.0 5.6 3.6 2.8
NOC
$571.96
Industrials		 20.5
Fwd: 19.8		 3.34 1.09
1.1		 26.1%
9.8%		 $12.85
2.2%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.1 1.0 5.7 6.0 2.8
UPS
$93.60
Industrials		 14.5
Fwd: 13.1		 12.58 1.85
1.3		 33.7%
6.2%		 $5.19
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 1.0 6.0 5.8 2.8
AME
$197.25
Industrials		 31.1
Fwd: 24.8		 3.95 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 3.5 1.0 6.9 4.9 2.8
EA
$200.38
Communication Services		 58.6
Fwd: 21.6		 4.24 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 1.0 6.2 5.0 2.8
ELF
$76.54
Consumer Defensive		 54.3
Fwd: 21.9		 6.14 0.80
2.7		 8.8%
5.9%		 $2.50
3.3%		 36.0% 40.4% EPS: -21.4% | Sales: +13.8% 4.0 1.0 6.7 8.2 2.8
V
$336.96
Financial		 33.3
Fwd: 23.3		 2.69 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 2.4 1.0 9.2 6.1 2.8
COST
$923.58
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 1.0 8.6 8.9 2.8
PWR
$442.90
Industrials		 65.7
Fwd: 35.6		 3.88 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.0 1.0 6.5 7.7 2.8
TYL
$465.01
Technology		 64.8
Fwd: 37.0		 4.47 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 1.0 6.1 7.5 2.8
WST
$275.34
Healthcare		 40.8
Fwd: 35.3		 4.35 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 1.0 6.5 7.0 2.8
ROK
$372.50
Industrials		 43.7
Fwd: 28.3		 3.68 1.12
1.1		 28.5%
12.0%		 $11.74
3.2%		 4.3% 7.3% EPS: -3.3% | Sales: -8.2% 3.2 1.0 7.0 4.7 2.8
SHOP
$156.05
Technology		 114.3
Fwd: 85.2		 5.33 0.09
3.9		 15.7%
16.6%		 $1.46
0.9%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 1.0 7.6 5.9 2.8
CHD
$86.21
Consumer Defensive		 27.1
Fwd: 23.0		 5.32 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 1.0 6.7 7.2 2.8
LHX
$285.02
Industrials		 30.6
Fwd: 22.9		 10.85 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 1.0 5.2 6.9 2.8
UNP
$217.99
Industrials		 18.5
Fwd: 17.1		 2.44 1.90
0.8		 41.6%
28.7%		 $10.14
4.7%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 4.3 1.0 6.0 2.5 2.8
TXN
$161.38
Technology		 29.4
Fwd: 26.5		 2.39 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 4.5 1.0 5.8 3.3 2.7
COP
$85.66
Energy		 11.5
Fwd: 13.5		 6.18 0.36
1.3		 15.9%
15.9%		 $5.54
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +2.5% 3.9 1.0 5.5 6.1 2.7
MKTX
$165.75
Financial		 27.9
Fwd: 20.5		 3.45 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.0 1.0 7.5 6.6 2.7
TMO
$565.98
Healthcare		 32.7
Fwd: 23.0		 4.39 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 1.0 5.4 6.9 2.7
JPM
$313.42
Financial		 15.5
Fwd: 14.8		 1.94 3.06
1.1		 16.4%
20.4%		 $16.85
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 4.5 1.0 5.1 5.4 2.7
ORCL
$243.80
Technology		 56.4
Fwd: 30.5		 2.58 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 4.0 1.0 5.4 5.9 2.7
SHW
$333.66
Basic Materials		 32.6
Fwd: 26.5		 4.19 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 1.0 7.3 6.5 2.7
ICE
$147.52
Financial		 26.9
Fwd: 19.6		 2.35 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 3.6 1.0 6.2 6.9 2.7
PODD
$323.40
Healthcare		 98.4
Fwd: 54.3		 3.04 0.97
2.2		 19.2%
10.0%		 $5.62
1.7%		 22.9% 98.8% EPS: -40.5% | Sales: +26.0% 2.4 1.0 6.9 8.0 2.7
ATEN
$17.79
Technology		 26.1
Fwd: 18.7		 3.83 1.11
3.6		 23.9%
17.8%		 $1.00
5.6%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 3.9 1.0 6.0 3.1 2.7
XOM
$114.50
Energy		 16.6
Fwd: 15.4		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.9%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.1 1.0 5.5 3.8 2.7
IEX
$166.82
Industrials		 26.4
Fwd: 19.9		 5.44 0.48
2.9		 12.2%
14.0%		 $7.80
4.7%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 1.0 5.2 5.0 2.7
RSG
$204.23
Industrials		 30.4
Fwd: 27.9		 3.91 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 3.4 1.0 5.8 6.3 2.7
LIN
$415.32
Basic Materials		 27.8
Fwd: 23.2		 3.43 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 3.5 1.0 6.3 5.5 2.7
LMAT
$85.60
Healthcare		 41.6
Fwd: 34.4		 3.25 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.2 1.0 6.0 7.3 2.7
MNST
$66.31
Consumer Defensive		 41.4
Fwd: 31.2		 3.29 0.00
3.5		 24.1%
20.5%		 $1.90
2.9%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 2.7 1.0 8.6 7.5 2.7
CAT
$569.78
Industrials		 29.2
Fwd: 25.8		 4.58 2.01
1.4		 46.3%
14.3%		 $16.15
2.8%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 1.0 6.8 4.1 2.6
COF
$216.88
Financial		 92.0
Fwd: 10.4		 4.20 0.45
2.1		 1.5%
1.7%		 $32.81
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 1.0 5.4 6.0 2.6
ON
$48.80
Technology		 63.7
Fwd: 16.8		 72.37 0.46
5.2		 3.9%
5.2%		 $3.40
7.0%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 1.0 5.5 4.0 2.6
PEP
$141.58
Consumer Defensive		 26.9
Fwd: 16.5		 7.72 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 1.0 6.4 6.4 2.6
WPM
$96.28
Basic Materials		 55.5
Fwd: 30.4		 1.72 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 4.3 1.0 6.5 0.5 2.6
BSX
$99.05
Healthcare		 53.0
Fwd: 28.5		 3.28 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 3.7 1.0 5.5 6.1 2.6
SNPS
$396.14
Technology		 31.0
Fwd: 28.2		 3.31 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 3.9 1.0 4.2 9.2 2.6
SOFI
$27.16
Financial		 49.1
Fwd: 44.9		 1.71 0.32
4.9		 8.6%
14.4%		 $1.30
4.8%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 3.4 1.0 6.7 5.1 2.6
ISRG
$547.78
Healthcare		 72.5
Fwd: 56.6		 4.85 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 1.0 7.0 6.0 2.6
MCO
$482.21
Financial		 38.8
Fwd: 29.6		 2.90 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 2.4 1.0 7.8 6.8 2.6
TRMB
$78.82
Technology		 53.6
Fwd: 23.0		 4.68 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -80.8% | Sales: -0.9% 3.9 1.0 5.1 5.6 2.6
VRSN
$239.60
Technology		 27.9
Fwd: 24.4		 3.25 N/A
0.5		 N/A
49.9%		 $10.84
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 3.8 1.0 5.5 4.9 2.6
NDAQ
$86.19
Financial		 30.7
Fwd: 22.8		 2.16 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 3.6 1.0 6.0 5.4 2.6
TDG
$1271.60
Industrials		 42.2
Fwd: 31.6		 3.85 N/A
3.1		 N/A
20.4%		 $33.83
2.7%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.2 1.0 5.7 6.3 2.6
ETN
$377.40
Industrials		 37.7
Fwd: 27.4		 2.97 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 3.2 1.0 6.2 4.3 2.6
SPGI
$490.00
Financial		 35.6
Fwd: 24.8		 2.95 0.36
1.0		 12.6%
28.1%		 $18.03
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 2.7 1.0 6.5 8.3 2.6
KEYS
$185.05
Technology		 59.0
Fwd: 23.8		 4.96 0.49
3.6		 10.0%
10.4%		 $8.24
4.5%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 1.0 4.9 5.8 2.6
KO
$69.06
Consumer Defensive		 22.9
Fwd: 21.5		 3.66 1.52
1.2		 45.1%
27.3%		 $1.29
1.9%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 3.9 1.0 5.9 6.3 2.6
ROP
$444.48
Technology		 30.6
Fwd: 20.6		 3.58 0.47
0.6		 8.2%
20.3%		 $22.85
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.1 1.0 5.2 3.5 2.6
EXR
$131.06
Real Estate		 29.3
Fwd: 26.9		 3.48 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 3.1 1.0 6.4 8.3 2.6
FIS
$64.68
Technology		 203.7
Fwd: 10.2		 20.96 0.94
0.5		 1.1%
1.7%		 $3.83
5.9%		 -0.4% 16.5% EPS: +102.2% | Sales: +4.3% 4.1 1.0 5.1 3.9 2.6
DDOG
$190.82
Technology		 551.3
Fwd: 85.0		 37.30 0.40
3.4		 4.5%
4.1%		 $2.65
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.0% 2.0 1.0 6.5 6.5 2.6
DHR
$210.67
Healthcare		 43.4
Fwd: 25.1		 5.83 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 1.0 5.2 5.5 2.6
WM
$199.62
Industrials		 31.5
Fwd: 24.0		 3.36 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 3.5 1.0 5.2 5.2 2.6
PSA
$273.96
Real Estate		 28.5
Fwd: 26.3		 22.96 1.08
1.7		 20.0%
35.4%		 $16.69
6.1%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 1.0 6.7 6.8 2.5
RTX
$175.10
Industrials		 36.0
Fwd: 25.8		 3.61 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 3.5 1.0 4.8 6.3 2.5
TSLA
$445.91
Consumer Cyclical		 297.9
Fwd: 201.7		 33.63 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 1.8 1.0 6.5 7.5 2.5
XYL
$150.34
Industrials		 38.7
Fwd: 27.1		 2.96 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 3.2 1.0 5.3 6.3 2.5
CELH
$45.06
Consumer Defensive		 124.2
Fwd: 30.2		 2.04 0.42
2.1		 7.9%
5.6%		 $0.82
1.8%		 78.3% 54.3% EPS: -64.7% | Sales: +11.8% 3.3 1.0 6.7 6.4 2.5
HOOD
$127.08
Financial		 52.8
Fwd: 56.7		 2.42 2.25
1.2		 27.8%
52.0%		 N/A
N/A		 60.7% N/A EPS: +508.7% | Sales: +73.2% 2.3 1.0 8.2 4.2 2.5
EW
$82.44
Healthcare		 35.1
Fwd: 28.7		 3.57 0.07
4.0		 13.6%
23.5%		 $1.37
1.7%		 4.6% -2.4% EPS: +65.3% | Sales: +0.2% 3.7 1.0 5.3 4.3 2.5
SYK
$353.81
Healthcare		 46.5
Fwd: 23.6		 4.18 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 1.0 5.5 3.8 2.5
EMR
$131.49
Industrials		 32.5
Fwd: 18.6		 3.75 0.65
0.9		 10.9%
12.7%		 $4.74
3.6%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 3.7 1.0 4.9 4.2 2.5
MDT
$90.06
Healthcare		 24.9
Fwd: 14.8		 4.21 0.60
2.0		 9.7%
13.6%		 $4.13
4.6%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 1.0 4.9 4.4 2.5
VICI
$29.78
Real Estate		 11.3
Fwd: 10.5		 2.52 0.64
1.1		 10.4%
70.2%		 $2.30
7.7%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 3.5 1.0 5.2 7.1 2.5
O
$56.33
Real Estate		 52.6
Fwd: 36.6		 2.94 0.74
2.2		 2.5%
17.1%		 $3.99
7.1%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 2.7 1.0 6.5 7.9 2.5
HOLX
$74.15
Healthcare		 29.9
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 3.6 1.0 5.0 4.6 2.4
HEI
$317.56
Industrials		 69.6
Fwd: 59.8		 4.04 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 1.0 6.3 7.2 2.4
HIMS
$41.52
Healthcare		 76.8
Fwd: 55.9		 3.47 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 2.7 1.0 5.5 6.0 2.4
MKC
$64.05
Consumer Defensive		 22.2
Fwd: 20.1		 4.07 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 1.0 4.5 6.5 2.4
TRI
$138.97
Industrials		 35.7
Fwd: 31.2		 3.55 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.4% | Sales: +3.0% 3.1 1.0 6.5 0.5 2.4
VMC
$286.30
Basic Materials		 34.0
Fwd: 29.1		 2.38 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 2.9 1.0 5.2 6.9 2.4
WMT
$101.68
Consumer Defensive		 38.4
Fwd: 34.5		 4.06 0.72
0.8		 24.5%
3.1%		 $1.72
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 1.0 5.7 6.8 2.4
ENB
$46.88
Energy		 23.1
Fwd: 20.4		 3.06 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 3.4 1.0 5.0 2.9 2.4
UL
$60.91
Consumer Defensive		 25.0
Fwd: 16.8		 3.36 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 3.9 1.0 6.4 0.5 2.4
KMI
$26.12
Energy		 21.4
Fwd: 19.1		 2.46 1.06
0.6		 8.9%
16.6%		 $1.12
4.3%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 3.4 1.0 5.0 2.8 2.3
BLK
$1069.44
Financial		 27.8
Fwd: 19.7		 2.29 0.27
4.0		 12.6%
25.9%		 $24.64
2.3%		 7.0% 8.1% EPS: -3.8% | Sales: +15.8% 3.6 1.0 3.9 6.3 2.3
CME
$271.42
Financial		 26.3
Fwd: 23.4		 4.12 0.13
1.0		 13.3%
58.1%		 $11.32
4.2%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 1.0 6.2 5.9 2.3
MLM
$608.33
Basic Materials		 32.0
Fwd: 28.0		 2.72 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 2.9 1.0 4.6 6.8 2.3
CSGP
$67.36
Real Estate		 1310.5
Fwd: 47.2		 37.36 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 1.0 6.5 8.4 2.3
APD
$258.79
Basic Materials		 37.2
Fwd: 18.5		 4.18 1.18
1.3		 10.3%
13.0%		 N/A
N/A		 6.3% 16.8% EPS: -39.5% | Sales: -0.4% 3.2 1.0 4.5 3.2 2.2
ECL
$253.06
Basic Materials		 36.4
Fwd: 29.8		 2.76 0.91
1.7		 21.7%
12.5%		 $5.48
2.2%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 2.7 1.0 5.5 3.1 2.2
BRK-B
$493.15
Financial		 15.8
Fwd: 22.7		 16.26 0.22
5.9		 10.2%
18.1%		 $8.95
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 1.0 3.7 6.0 2.2
SBAC
$194.75
Real Estate		 24.5
Fwd: 22.0		 2.67 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 3.4 1.0 4.5 3.4 2.2
DLR
$168.35
Real Estate		 43.5
Fwd: 102.2		 4.82 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 1.0 5.0 5.8 2.0
AXON
$587.14
Industrials		 185.9
Fwd: 76.7		 10.63 0.69
3.1		 10.0%
10.1%		 $1.85
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 1.0 4.7 4.6 2.0
AAPL
$269.77
Technology		 36.2
Fwd: 29.9		 3.61 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.0 8.7 7.6 5.3 7.2
AWI
$187.08
Industrials		 26.8
Fwd: 22.2		 1.84 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 6.1 7.9 6.3 6.0 7.2
ADBE
$327.35
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.92
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 7.5 3.3 9.3 9.2 4.8
QFIN
$22.58
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 9.6 1.0 7.5 7.4 4.2
DAL
$57.81
Industrials		 8.2
Fwd: 8.0		 0.82 1.11
0.4		 28.5%
7.4%		 $4.71
8.1%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.0 1.0 5.1 4.5 3.9
CHTR
$217.86
Communication Services		 6.0
Fwd: 5.1		 0.51 6.24
0.4		 34.8%
9.3%		 $16.97
7.8%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.4 1.0 4.9 6.0 3.8
MTB
$183.30
Financial		 11.3
Fwd: 9.8		 0.89 0.52
0.4		 9.6%
19.8%		 $23.77
13.0%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 8.7 1.0 6.2 6.1 3.8
EXEL
$40.80
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.2 1.0 9.2 8.2 3.8
HALO
$68.39
Healthcare		 14.4
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.4 1.0 8.9 7.0 3.8
ACAD
$21.65
Healthcare		 13.9
Fwd: 30.2		 N/A 0.05
3.0		 35.0%
24.9%		 $1.11
5.1%		 23.1% N/A EPS: +627.8% | Sales: +12.7% 5.7 2.7 8.1 5.7 3.8
DASH
$196.46
Consumer Cyclical		 99.8
Fwd: 54.4		 0.61 0.34
2.0		 10.1%
6.8%		 $4.87
2.5%		 64.7% N/A EPS: +283.9% | Sales: +24.5% 7.9 1.0 7.0 6.0 3.7
PINS
$26.28
Communication Services		 9.1
Fwd: 13.1		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.3%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 9.2 1.0 7.5 5.9 3.7
DECK
$79.81
Consumer Cyclical		 11.8
Fwd: 11.6		 1.68 0.14
3.1		 43.3%
19.4%		 $6.72
8.4%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.4 1.0 9.1 9.5 3.7
SCHW
$94.20
Financial		 22.1
Fwd: 16.9		 0.84 0.56
1.2		 17.0%
28.6%		 $21.71
23.0%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.4 1.0 7.2 6.5 3.7
LRN
$70.62
Consumer Defensive		 10.9
Fwd: 9.0		 0.85 0.38
6.8		 23.0%
12.8%		 $8.61
12.2%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 8.8 1.0 9.2 4.7 3.7
BMRN
$51.84
Healthcare		 19.4
Fwd: 11.5		 0.59 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.4 1.0 6.7 4.9 3.7
ABNB
$120.53
Consumer Cyclical		 29.1
Fwd: 25.1		 2.73 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 3.9 3.4 9.1 5.1 3.7
PYPL
$66.26
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.0 1.0 8.0 8.0 3.7
FITB
$42.54
Financial		 12.7
Fwd: 11.9		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.6 1.0 5.4 3.8 3.7
FSLR
$271.98
Technology		 20.9
Fwd: 12.1		 0.65 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.4 1.0 5.0 4.6 3.5
GILD
$123.40
Healthcare		 19.1
Fwd: 14.2		 0.73 1.16
1.5		 40.6%
27.9%		 $7.55
6.1%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 8.9 1.0 7.0 4.5 3.5
DUOL
$193.74
Technology		 24.6
Fwd: 43.1		 0.55 0.07
2.8		 36.2%
40.0%		 $7.16
3.7%		 60.3% N/A EPS: +68.5% | Sales: +39.9% 8.6 1.0 8.7 7.5 3.4
CARG
$33.13
Consumer Cyclical		 26.7
Fwd: 13.4		 1.37 0.45
3.0		 29.2%
14.1%		 $2.31
7.0%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 7.1 1.0 7.6 5.2 3.4
BKNG
$4899.05
Consumer Cyclical		 31.8
Fwd: 18.4		 1.80 N/A
1.3		 N/A
19.4%		 $257.98
5.3%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 6.8 1.0 8.0 6.9 3.4
ABT
$124.95
Healthcare		 15.7
Fwd: 22.0		 1.51 0.25
1.7		 30.6%
31.7%		 $3.98
3.2%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 6.3 1.8 6.7 6.0 3.4
LULU
$163.55
Consumer Cyclical		 11.2
Fwd: 12.9		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 1.0 7.9 7.7 3.4
CPNG
$29.00
Consumer Cyclical		 137.2
Fwd: 55.2		 1.08 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 6.8 1.0 6.6 5.7 3.3
GS
$787.58
Financial		 16.0
Fwd: 14.2		 1.06 5.24
1.3		 13.6%
12.5%		 $190.70
24.2%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 7.5 1.0 6.9 3.8 3.3
ODD
$39.96
Technology		 22.3
Fwd: 17.9		 1.20 0.07
6.3		 30.4%
14.7%		 $2.33
5.8%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 7.9 1.0 10.0 7.9 3.3
CPRX
$20.99
Healthcare		 12.2
Fwd: 12.4		 1.20 0.00
6.6		 27.5%
37.6%		 $1.92
9.1%		 36.9% 34.3% EPS: +197.0% | Sales: +25.6% 7.6 1.0 8.8 6.8 3.2
ADP
$252.36
Technology		 24.9
Fwd: 21.1		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 3.9 2.6 8.1 7.3 3.2
TSM
$289.24
Technology		 29.6
Fwd: 23.2		 0.98 0.19
2.7		 34.9%
43.7%		 $5.89
2.0%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 8.6 1.0 7.7 0.5 3.1
MLI
$106.47
Industrials		 15.9
Fwd: 13.8		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 1.0 8.3 4.5 3.1
MELI
$2128.33
Consumer Cyclical		 52.0
Fwd: 34.6		 1.66 2.08
1.2		 40.6%
7.9%		 $130.49
6.1%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 5.6 1.0 8.8 8.2 3.0
AMAT
$233.53
Technology		 27.8
Fwd: 24.5		 3.53 0.35
2.5		 35.6%
23.9%		 $7.31
3.1%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.0 2.3 8.0 6.9 3.0
DIS
$110.49
Communication Services		 17.3
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 7.0 1.0 5.2 5.2 3.0
SLB
$36.36
Energy		 14.1
Fwd: 12.3		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 1.0 5.2 3.8 3.0
CB
$283.05
Financial		 11.8
Fwd: 10.8		 1.42 0.31
0.4		 14.1%
16.5%		 $37.34
13.2%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 6.2 1.0 7.7 6.2 3.0
GOOGL
$284.75
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 6.2 1.0 7.6 8.6 3.0
PAYC
$164.01
Technology		 20.4
Fwd: 16.4		 1.92 0.05
1.1		 28.6%
22.6%		 $6.78
4.1%		 20.6% 23.6% EPS: -10.6% | Sales: +9.7% 6.4 1.0 8.2 9.8 3.0
ASML
$1029.20
Technology		 38.5
Fwd: 34.0		 1.71 0.14
1.3		 51.7%
29.4%		 $25.16
2.4%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 6.5 1.0 8.7 9.1 2.9
DXCM
$58.02
Healthcare		 32.3
Fwd: 23.2		 1.45 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 6.1 1.0 9.2 8.8 2.9
MPWR
$958.07
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 6.4 1.0 7.7 7.4 2.8
MS
$163.42
Financial		 16.8
Fwd: 15.6		 1.27 3.92
1.6		 15.2%
13.8%		 $6.48
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 6.1 1.0 4.1 3.9 2.8
NVDA
$188.08
Technology		 53.5
Fwd: 28.1		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 6.1 1.0 8.5 8.9 2.8
PGR
$209.61
Financial		 11.5
Fwd: 12.8		 2.14 0.19
0.7		 34.2%
12.6%		 $29.07
13.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 5.3 1.0 9.7 9.4 2.8
NFLX
$1097.02
Communication Services		 45.8
Fwd: 33.9		 1.79 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 5.8 1.0 7.7 8.0 2.8
AZO
$3673.66
Consumer Cyclical		 25.4
Fwd: 20.1		 2.09 N/A
0.9		 N/A
13.2%		 $107.64
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 5.1 1.0 7.7 7.3 2.8
DT
$46.06
Technology		 27.6
Fwd: 25.1		 1.83 0.03
1.5		 20.6%
27.3%		 $1.58
3.4%		 25.5% N/A EPS: +214.5% | Sales: +18.5% 6.2 1.0 7.8 7.6 2.8
LMT
$468.92
Industrials		 26.2
Fwd: 16.0		 2.20 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 5.3 1.0 6.5 6.2 2.7
APH
$138.11
Technology		 46.0
Fwd: 35.4		 1.38 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 5.9 1.0 7.4 7.2 2.7
EXLS
$38.75
Technology		 26.2
Fwd: 17.7		 1.73 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 5.8 1.0 8.8 7.9 2.7
SMCI
$40.33
Technology		 32.2
Fwd: 13.2		 1.66 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 6.1 1.0 5.2 6.2 2.7
YOU
$32.02
Technology		 17.2
Fwd: 25.1		 N/A 0.95
0.9		 128.7%
21.2%		 $2.30
7.2%		 32.0% N/A EPS: +135.7% | Sales: +19.9% 6.2 1.0 9.6 5.5 2.7
GATX
$152.94
Industrials		 17.9
Fwd: 15.7		 1.91 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 5.4 1.0 4.5 4.5 2.7
APP
$621.36
Communication Services		 78.3
Fwd: 42.6		 1.26 2.38
3.2		 230.7%
49.3%		 $9.91
1.6%		 36.5% 84.3% EPS: +180.2% | Sales: +28.7% 5.4 1.0 10.0 7.6 2.7
APPF
$250.27
Technology		 44.9
Fwd: 39.2		 1.96 0.08
2.9		 44.7%
22.5%		 $5.89
2.4%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 5.4 1.0 9.4 9.3 2.6
GD
$340.30
Industrials		 22.1
Fwd: 19.8		 1.95 0.40
1.4		 17.8%
8.2%		 $17.82
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 5.0 1.0 6.1 5.8 2.6
AMZN
$243.04
Consumer Cyclical		 34.3
Fwd: 31.0		 1.71 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 4.6 1.0 7.1 7.1 2.6
SE
$153.56
Consumer Cyclical		 77.9
Fwd: 31.2		 1.59 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 4.7 1.0 5.5 5.9 2.6
AMT
$178.09
Real Estate		 28.4
Fwd: 25.7		 1.90 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 5.3 1.0 5.4 3.6 2.6
MSFT
$497.10
Technology		 35.4
Fwd: 26.5		 2.01 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 5.2 1.0 7.5 9.1 2.6
SAP
$253.88
Technology		 38.0
Fwd: 30.4		 1.36 0.21
1.1		 16.3%
19.5%		 $6.32
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 6.7 1.0 6.2 0.5 2.6
BABA
$167.61
Consumer Cyclical		 19.6
Fwd: 17.5		 2.24 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 4.4 1.0 5.5 7.7 2.5
ETSY
$56.80
Consumer Cyclical		 39.7
Fwd: 22.4		 4.92 N/A
3.2		 N/A
6.4%		 $6.44
11.3%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 1.0 7.2 8.4 2.5
GDDY
$132.95
Technology		 22.9
Fwd: 18.6		 2.12 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 5.3 1.0 8.2 7.3 2.5
CTSH
$72.83
Technology		 16.9
Fwd: 13.0		 1.94 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 5.5 1.0 6.0 5.8 2.5
CMI
$462.80
Industrials		 21.8
Fwd: 18.8		 2.07 0.74
1.6		 27.6%
8.7%		 $11.99
2.6%		 7.7% 14.4% EPS: +53.4% | Sales: -1.3% 4.7 1.0 5.9 5.5 2.5
ADSK
$294.86
Technology		 61.1
Fwd: 26.1		 3.86 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 3.7 1.5 8.8 8.9 2.5
SQ
$70.93
Technology		 15.2
Fwd: 20.0		 1.58 0.28
2.0		 14.3%
12.4%		 $1.74
2.5%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 6.0 1.0 5.9 N/A 2.5
CPRT
$39.98
Industrials		 25.2
Fwd: 21.2		 2.38 0.01
8.2		 18.6%
33.4%		 $1.27
3.2%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 4.3 1.0 7.5 7.7 2.5
NKE
$61.89
Consumer Cyclical		 31.7
Fwd: 24.8		 2.67 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 4.2 1.0 6.1 6.5 2.5
RMD
$249.65
Healthcare		 25.6
Fwd: 20.6		 2.25 0.14
2.9		 25.4%
27.4%		 $12.11
4.9%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 4.5 1.0 9.1 9.1 2.5
USLM
$114.29
Basic Materials		 25.1
Fwd: 23.6		 2.21 0.01
19.0		 24.3%
35.8%		 $3.64
3.2%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 4.2 1.0 7.9 7.0 2.4
AXP
$365.73
Financial		 24.6
Fwd: 21.0		 1.97 1.83
7.2		 33.7%
13.2%		 $27.50
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 4.5 1.0 6.9 6.2 2.4
SBUX
$82.22
Consumer Cyclical		 50.5
Fwd: 27.1		 2.66 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.0 1.0 7.2 7.3 2.4
BRO
$76.42
Financial		 22.9
Fwd: 16.2		 2.18 0.65
1.2		 10.5%
18.0%		 $3.80
5.0%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 4.1 1.0 6.6 8.3 2.4
CMG
$30.56
Consumer Cyclical		 26.9
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 3.9 1.0 8.6 7.7 2.4
JPM
$313.42
Financial		 15.5
Fwd: 14.8		 1.94 3.06
1.1		 16.4%
20.4%		 $16.85
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 4.5 1.0 5.6 5.4 2.4
ULTA
$509.85
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.0 1.0 8.0 6.9 2.4
GWW
$952.66
Industrials		 26.6
Fwd: 21.8		 3.65 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.0 1.0 8.1 7.9 2.4
DPZ
$401.46
Consumer Cyclical		 23.5
Fwd: 20.5		 2.75 N/A
1.6		 N/A
12.2%		 $18.69
4.7%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 3.9 1.0 8.1 6.9 2.3
COP
$85.66
Energy		 11.5
Fwd: 13.5		 6.18 0.36
1.3		 15.9%
15.9%		 $5.54
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +2.5% 3.9 1.0 5.3 6.1 2.3
ELF
$76.54
Consumer Defensive		 54.3
Fwd: 21.9		 6.14 0.80
2.7		 8.8%
5.9%		 $2.50
3.3%		 36.0% 40.4% EPS: -21.4% | Sales: +13.8% 4.0 1.0 7.2 8.2 2.3
META
$618.94
Communication Services		 27.4
Fwd: 20.8		 2.27 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 4.2 1.0 7.8 8.4 2.3
POOL
$248.37
Industrials		 22.7
Fwd: 21.4		 4.75 1.01
2.6		 29.2%
7.8%		 $10.60
4.3%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 1.0 7.5 6.4 2.3
LHX
$285.02
Industrials		 30.6
Fwd: 22.9		 10.85 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 1.0 5.5 6.9 2.3
MAR
$281.14
Consumer Cyclical		 29.7
Fwd: 24.9		 2.81 N/A
0.5		 N/A
10.1%		 $7.18
2.6%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 4.0 1.0 7.1 5.5 2.3
ZTS
$119.56
Healthcare		 20.1
Fwd: 17.5		 2.48 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 4.3 1.0 7.2 7.7 2.3
NOC
$571.96
Industrials		 20.5
Fwd: 19.8		 3.34 1.09
1.1		 26.1%
9.8%		 $12.85
2.2%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.1 1.0 5.7 6.0 2.3
CINF
$161.38
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.89
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 4.0 1.0 6.4 7.1 2.3
LOW
$231.35
Consumer Cyclical		 19.0
Fwd: 17.4		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 4.0 1.0 8.1 5.4 2.3
NSSC
$42.81
Industrials		 34.9
Fwd: 27.9		 2.09 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 3.8 1.0 8.8 7.9 2.3
QSR
$68.16
Consumer Cyclical		 24.3
Fwd: 17.0		 2.60 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 3.9 1.0 5.4 6.0 2.3
XOM
$114.50
Energy		 16.6
Fwd: 15.4		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.9%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.1 1.0 5.8 3.8 2.3
HD
$369.07
Consumer Cyclical		 25.1
Fwd: 22.7		 4.87 5.75
1.1		 193.9%
8.9%		 $14.29
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 1.0 7.2 5.8 2.3
CHD
$86.21
Consumer Defensive		 27.1
Fwd: 23.0		 5.32 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 1.0 6.5 7.2 2.3
FTNT
$80.54
Technology		 33.2
Fwd: 27.8		 3.11 1.35
1.0		 228.0%
28.6%		 $2.65
3.3%		 22.5% 42.9% EPS: +48.1% | Sales: +14.8% 4.0 1.0 9.2 9.4 2.3
WRB
$74.58
Financial		 15.7
Fwd: 16.0		 2.41 0.32
0.4		 20.9%
13.0%		 $8.64
11.6%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 3.9 1.0 8.4 7.0 2.3
UPS
$93.60
Industrials		 14.5
Fwd: 13.1		 12.58 1.85
1.3		 33.7%
6.2%		 $5.19
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 1.0 5.8 5.8 2.3
COF
$216.88
Financial		 92.0
Fwd: 10.4		 4.20 0.45
2.1		 1.5%
1.7%		 $32.81
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 1.0 5.4 6.0 2.2
ROST
$160.23
Consumer Cyclical		 25.4
Fwd: 23.3		 4.33 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 1.0 6.5 5.1 2.2
EPAM
$168.00
Technology		 24.0
Fwd: 13.6		 2.91 0.04
3.2		 11.4%
7.9%		 $7.36
4.4%		 15.6% 11.6% EPS: -0.3% | Sales: +9.7% 4.1 1.0 6.7 8.2 2.2
IEX
$166.82
Industrials		 26.4
Fwd: 19.9		 5.44 0.48
2.9		 12.2%
14.0%		 $7.80
4.7%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 1.0 5.2 5.0 2.2
PAYX
$112.82
Technology		 25.3
Fwd: 19.1		 3.27 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 4.1 1.0 6.8 8.1 2.2
IR
$77.68
Industrials		 57.6
Fwd: 21.7		 9.69 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 1.0 7.1 7.0 2.2
JNJ
$186.97
Healthcare		 18.0
Fwd: 16.2		 2.45 0.58
1.1		 33.6%
27.3%		 $8.13
4.3%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 4.3 1.0 6.3 5.7 2.2
LRCX
$162.19
Technology		 35.7
Fwd: 29.1		 2.45 0.44
2.2		 62.3%
29.7%		 $4.42
2.7%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 4.7 1.0 8.6 4.9 2.2
PCTY
$138.42
Technology		 34.6
Fwd: 17.0		 3.43 0.12
1.0		 20.4%
13.8%		 $7.33
5.3%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 3.9 1.0 9.0 9.1 2.2
SNPS
$396.14
Technology		 31.0
Fwd: 28.2		 3.31 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 3.9 1.0 4.8 9.2 2.2
HON
$195.91
Industrials		 20.6
Fwd: 19.2		 3.49 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 4.1 1.0 6.1 3.9 2.2
INTU
$653.64
Technology		 47.7
Fwd: 24.9		 3.39 0.34
1.4		 20.3%
20.6%		 $21.82
3.3%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 3.9 1.0 8.0 8.9 2.2
MKC
$64.05
Consumer Defensive		 22.2
Fwd: 20.1		 4.07 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 1.0 4.4 6.5 2.2
PTC
$173.93
Technology		 28.3
Fwd: 20.4		 6.04 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +72.6% | Sales: +19.2% 4.1 1.0 7.8 7.8 2.2
TT
$435.60
Industrials		 33.5
Fwd: 29.4		 2.35 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 3.7 1.0 7.3 7.0 2.2
UNP
$217.99
Industrials		 18.5
Fwd: 17.1		 2.44 1.90
0.8		 41.6%
28.7%		 $10.14
4.7%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 4.3 1.0 5.8 2.5 2.2
CRM
$239.27
Technology		 34.8
Fwd: 18.8		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 3.9 1.0 7.0 8.7 2.2
KO
$69.06
Consumer Defensive		 22.9
Fwd: 21.5		 3.66 1.52
1.2		 45.1%
27.3%		 $1.29
1.9%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 3.9 1.0 5.3 6.3 2.2
PEP
$141.58
Consumer Defensive		 26.9
Fwd: 16.5		 7.72 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 1.0 6.3 6.4 2.2
REGN
$646.87
Healthcare		 15.5
Fwd: 15.1		 4.62 0.09
4.1		 15.2%
32.1%		 $40.18
6.2%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 1.0 7.7 8.4 2.2
TMO
$565.98
Healthcare		 32.7
Fwd: 23.0		 4.39 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 1.0 5.8 6.9 2.2
BR
$217.49
Technology		 27.8
Fwd: 21.3		 2.89 1.32
0.9		 38.2%
13.1%		 $11.03
5.1%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 4.1 1.0 7.3 7.1 2.2
WDAY
$224.50
Technology		 103.8
Fwd: 21.2		 4.85 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 1.0 6.2 8.4 2.2
TDY
$506.68
Technology		 29.4
Fwd: 21.4		 3.29 0.24
1.8		 8.1%
13.6%		 $22.12
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.1 1.0 5.8 7.0 2.2
ENPH
$31.17
Technology		 21.6
Fwd: 14.8		 12.19 1.24
2.0		 20.3%
12.9%		 $1.66
5.3%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 1.0 6.8 6.7 2.2
MCD
$298.41
Consumer Cyclical		 25.4
Fwd: 22.6		 3.67 N/A
1.0		 N/A
32.0%		 $10.33
3.5%		 3.9% 7.7% EPS: +2.1% | Sales: +1.3% 3.6 1.0 6.1 5.5 2.2
WPM
$96.28
Basic Materials		 55.5
Fwd: 30.4		 1.72 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 4.3 1.0 6.8 0.5 2.2
ZM
$82.22
Technology		 21.7
Fwd: 13.9		 5.19 0.01
4.4		 13.6%
25.0%		 $6.16
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 1.0 8.6 6.7 2.2
ICE
$147.52
Financial		 26.9
Fwd: 19.6		 2.35 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 3.6 1.0 6.2 6.9 2.1
KLAC
$1206.40
Technology		 37.9
Fwd: 28.9		 3.43 1.22
2.6		 99.2%
33.8%		 $29.47
2.4%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.0 1.0 8.8 7.1 2.1
QLYS
$147.02
Technology		 28.5
Fwd: 19.9		 3.36 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 3.9 1.0 9.4 7.8 2.1
VICI
$29.78
Real Estate		 11.3
Fwd: 10.5		 2.52 0.64
1.1		 10.4%
70.2%		 $2.30
7.7%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 3.5 1.0 5.8 7.1 2.1
CMCSA
$27.31
Communication Services		 4.5
Fwd: 6.5		 2.96 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 4.0 1.0 5.6 5.7 2.1
ITW
$244.30
Industrials		 23.7
Fwd: 21.8		 32.48 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 1.0 7.3 4.1 2.1
LIN
$415.32
Basic Materials		 27.8
Fwd: 23.2		 3.43 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 3.5 1.0 6.6 5.5 2.1
PH
$834.15
Industrials		 30.8
Fwd: 26.1		 3.83 0.69
1.2		 27.4%
17.8%		 $26.41
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: -0.4% 3.5 1.0 7.7 6.5 2.1
BLK
$1069.44
Financial		 27.8
Fwd: 19.7		 2.29 0.27
4.0		 12.6%
25.9%		 $24.64
2.3%		 7.0% 8.1% EPS: -3.8% | Sales: +15.8% 3.6 1.0 4.0 6.3 2.1
FICO
$1674.80
Technology		 63.1
Fwd: 33.6		 2.58 N/A
0.8		 N/A
32.8%		 $32.07
1.9%		 9.0% 27.4% EPS: +34.3% | Sales: +15.9% 3.7 1.0 8.6 8.2 2.1
MEDP
$592.19
Healthcare		 41.4
Fwd: 35.8		 3.11 0.49
0.6		 73.7%
18.4%		 $24.02
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 3.4 1.0 10.0 9.3 2.1
ORLY
$95.00
Consumer Cyclical		 32.9
Fwd: 28.6		 3.14 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 3.1 1.0 7.1 8.2 2.1
RTX
$175.10
Industrials		 36.0
Fwd: 25.8		 3.61 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 3.5 1.0 4.9 6.3 2.1
NVMI
$314.02
Technology		 42.9
Fwd: 32.9		 2.63 0.19
2.6		 24.2%
29.1%		 $6.80
2.2%		 24.5% 35.3% EPS: +51.2% | Sales: +43.7% 4.0 1.0 8.5 6.2 2.1
MANH
$175.49
Technology		 49.9
Fwd: 32.3		 5.62 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 1.0 9.4 6.1 2.1
DOCU
$69.73
Technology		 52.6
Fwd: 17.3		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 1.0 7.7 6.5 2.1
NDAQ
$86.19
Financial		 30.7
Fwd: 22.8		 2.16 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 3.6 1.0 6.0 5.4 2.1
ORCL
$243.80
Technology		 56.4
Fwd: 30.5		 2.58 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 4.0 1.0 5.2 5.9 2.1
EMR
$131.49
Industrials		 32.5
Fwd: 18.6		 3.75 0.65
0.9		 10.9%
12.7%		 $4.74
3.6%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 3.7 1.0 4.9 4.2 2.1
EXR
$131.06
Real Estate		 29.3
Fwd: 26.9		 3.48 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 3.1 1.0 6.2 8.3 2.1
GGG
$81.24
Industrials		 27.8
Fwd: 25.6		 3.64 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 3.4 1.0 7.0 6.3 2.1
HLT
$265.27
Consumer Cyclical		 38.4
Fwd: 29.2		 2.83 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 3.2 1.0 7.5 6.5 2.1
JKHY
$163.08
Technology		 24.8
Fwd: 23.4		 3.80 0.01
1.1		 23.4%
19.9%		 $8.20
5.0%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 3.8 1.0 7.7 7.0 2.1
MSI
$389.10
Technology		 31.2
Fwd: 23.9		 3.73 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 3.9 1.0 7.3 6.3 2.1
OKTA
$85.87
Technology		 101.2
Fwd: 23.7		 8.03 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 1.0 7.0 6.3 2.1
ONTO
$131.75
Technology		 32.6
Fwd: 23.5		 3.55 0.01
9.6		 10.5%
19.3%		 $4.87
3.7%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 1.0 8.2 6.3 2.1
RSG
$204.23
Industrials		 30.4
Fwd: 27.9		 3.91 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 3.4 1.0 6.2 6.3 2.1
TXN
$161.38
Technology		 29.4
Fwd: 26.5		 2.39 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 4.5 1.0 5.3 3.3 2.1
WM
$199.62
Industrials		 31.5
Fwd: 24.0		 3.36 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 3.5 1.0 5.5 5.2 2.1
ANET
$134.02
Technology		 51.0
Fwd: 40.0		 2.43 0.00
3.2		 31.7%
39.7%		 $3.22
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 3.8 1.0 9.8 6.6 2.1
BSX
$99.05
Healthcare		 53.0
Fwd: 28.5		 3.28 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 3.7 1.0 5.6 6.1 2.1
TJX
$143.77
Consumer Cyclical		 32.8
Fwd: 28.3		 3.46 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 3.4 1.0 6.5 4.9 2.1
AME
$197.25
Industrials		 31.1
Fwd: 24.8		 3.95 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 3.5 1.0 6.7 4.9 2.0
CHKP
$196.52
Technology		 21.5
Fwd: 18.6		 2.60 0.00
1.2		 34.2%
37.6%		 $10.93
5.6%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 4.0 1.0 7.5 5.2 2.0
ILMN
$121.11
Healthcare		 27.1
Fwd: 24.3		 2.50 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 3.9 1.0 7.2 4.8 2.0
KEYS
$185.05
Technology		 59.0
Fwd: 23.8		 4.96 0.49
3.6		 10.0%
10.4%		 $8.24
4.5%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 1.0 4.7 5.8 2.0
QCOM
$173.20
Technology		 35.4
Fwd: 13.8		 15.13 0.70
2.8		 23.3%
12.5%		 $11.88
6.9%		 13.5% 2.1% EPS: +34.2% | Sales: +13.7% 3.9 1.0 7.4 5.7 2.0
TRMB
$78.82
Technology		 53.6
Fwd: 23.0		 4.68 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -80.8% | Sales: -0.9% 3.9 1.0 5.5 5.6 2.0
DHR
$210.67
Healthcare		 43.4
Fwd: 25.1		 5.83 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 1.0 5.2 5.5 2.0
MDT
$90.06
Healthcare		 24.9
Fwd: 14.8		 4.21 0.60
2.0		 9.7%
13.6%		 $4.13
4.6%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 1.0 4.9 4.4 2.0
CELH
$45.06
Consumer Defensive		 124.2
Fwd: 30.2		 2.04 0.42
2.1		 7.9%
5.6%		 $0.82
1.8%		 78.3% 54.3% EPS: -64.7% | Sales: +11.8% 3.3 1.0 7.1 6.4 2.0
CTAS
$184.89
Industrials		 41.1
Fwd: 34.5		 3.91 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.0 1.0 8.4 7.6 2.0
FAST
$40.77
Industrials		 38.2
Fwd: 33.5		 3.81 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 2.9 1.0 7.0 8.5 2.0
FIS
$64.68
Technology		 203.7
Fwd: 10.2		 20.96 0.94
0.5		 1.1%
1.7%		 $3.83
5.9%		 -0.4% 16.5% EPS: +102.2% | Sales: +4.3% 4.1 1.0 5.3 3.9 2.0
ON
$48.80
Technology		 63.7
Fwd: 16.8		 72.37 0.46
5.2		 3.9%
5.2%		 $3.40
7.0%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 1.0 5.9 4.0 2.0
PWR
$442.90
Industrials		 65.7
Fwd: 35.6		 3.88 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.0 1.0 7.0 7.7 2.0
TDG
$1271.60
Industrials		 42.2
Fwd: 31.6		 3.85 N/A
3.1		 N/A
20.4%		 $33.83
2.7%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.2 1.0 6.1 6.3 2.0
XYL
$150.34
Industrials		 38.7
Fwd: 27.1		 2.96 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 3.2 1.0 5.6 6.3 2.0
ABBV
$219.04
Healthcare		 165.3
Fwd: 15.1		 9.56 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 1.0 6.2 5.8 2.0
CDNS
$324.45
Technology		 83.7
Fwd: 40.2		 5.21 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 1.0 7.3 8.8 2.0
PSA
$273.96
Real Estate		 28.5
Fwd: 26.3		 22.96 1.08
1.7		 20.0%
35.4%		 $16.69
6.1%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 1.0 7.1 6.8 2.0
SOFI
$27.16
Financial		 49.1
Fwd: 44.9		 1.71 0.32
4.9		 8.6%
14.4%		 $1.30
4.8%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 3.4 1.0 7.0 5.1 2.0
WST
$275.34
Healthcare		 40.8
Fwd: 35.3		 4.35 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 1.0 6.7 7.0 2.0
BMI
$186.74
Technology		 39.8
Fwd: 34.3		 3.59 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 3.9 1.0 8.7 4.7 2.0
COST
$923.58
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 1.0 8.7 8.9 2.0
ROP
$444.48
Technology		 30.6
Fwd: 20.6		 3.58 0.47
0.6		 8.2%
20.3%		 $22.85
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.1 1.0 5.2 3.5 2.0
SHW
$333.66
Basic Materials		 32.6
Fwd: 26.5		 4.19 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 1.0 7.3 6.5 2.0
EA
$200.38
Communication Services		 58.6
Fwd: 21.6		 4.24 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 1.0 6.0 5.0 2.0
AMD
$237.70
Technology		 117.5
Fwd: 37.4		 2.79 0.06
2.3		 5.3%
10.3%		 $3.36
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 3.2 1.0 7.2 8.1 2.0
ENB
$46.88
Energy		 23.1
Fwd: 20.4		 3.06 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 3.4 1.0 5.1 2.9 2.0
KMI
$26.12
Energy		 21.4
Fwd: 19.1		 2.46 1.06
0.6		 8.9%
16.6%		 $1.12
4.3%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 3.4 1.0 5.1 2.8 2.0
VMC
$286.30
Basic Materials		 34.0
Fwd: 29.1		 2.38 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 2.9 1.0 5.1 6.9 2.0
EW
$82.44
Healthcare		 35.1
Fwd: 28.7		 3.57 0.07
4.0		 13.6%
23.5%		 $1.37
1.7%		 4.6% -2.4% EPS: +65.3% | Sales: +0.2% 3.7 1.0 5.1 4.3 2.0
LMAT
$85.60
Healthcare		 41.6
Fwd: 34.4		 3.25 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.2 1.0 6.5 7.3 2.0
MLM
$608.33
Basic Materials		 32.0
Fwd: 28.0		 2.72 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 2.9 1.0 5.0 6.8 2.0
VRSN
$239.60
Technology		 27.9
Fwd: 24.4		 3.25 N/A
0.5		 N/A
49.9%		 $10.84
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 3.8 1.0 5.3 4.9 2.0
WMT
$101.68
Consumer Defensive		 38.4
Fwd: 34.5		 4.06 0.72
0.8		 24.5%
3.1%		 $1.72
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 1.0 5.5 6.8 2.0
BRK-B
$493.15
Financial		 15.8
Fwd: 22.7		 16.26 0.22
5.9		 10.2%
18.1%		 $8.95
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 1.0 3.7 6.0 1.9
HOLX
$74.15
Healthcare		 29.9
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 3.6 1.0 5.1 4.6 1.9
MKTX
$165.75
Financial		 27.9
Fwd: 20.5		 3.45 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.0 1.0 7.0 6.6 1.9
NOW
$858.77
Technology		 103.8
Fwd: 42.1		 5.02 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 1.0 8.4 7.5 1.9
TYL
$465.01
Technology		 64.8
Fwd: 37.0		 4.47 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 1.0 6.2 7.5 1.9
ROL
$58.65
Consumer Cyclical		 55.1
Fwd: 46.5		 4.25 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 1.0 9.1 7.4 1.9
ROK
$372.50
Industrials		 43.7
Fwd: 28.3		 3.68 1.12
1.1		 28.5%
12.0%		 $11.74
3.2%		 4.3% 7.3% EPS: -3.3% | Sales: -8.2% 3.2 1.0 6.8 4.7 1.9
SBAC
$194.75
Real Estate		 24.5
Fwd: 22.0		 2.67 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 3.4 1.0 5.0 3.4 1.9
SYK
$353.81
Healthcare		 46.5
Fwd: 23.6		 4.18 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 1.0 5.4 3.8 1.9
O
$56.33
Real Estate		 52.6
Fwd: 36.6		 2.94 0.74
2.2		 2.5%
17.1%		 $3.99
7.1%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 2.7 1.0 6.5 7.9 1.9
SPGI
$490.00
Financial		 35.6
Fwd: 24.8		 2.95 0.36
1.0		 12.6%
28.1%		 $18.03
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 2.7 1.0 6.5 8.3 1.9
ATEN
$17.79
Technology		 26.1
Fwd: 18.7		 3.83 1.11
3.6		 23.9%
17.8%		 $1.00
5.6%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 3.9 1.0 5.8 3.1 1.9
ETN
$377.40
Industrials		 37.7
Fwd: 27.4		 2.97 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 3.2 1.0 6.3 4.3 1.9
APD
$258.79
Basic Materials		 37.2
Fwd: 18.5		 4.18 1.18
1.3		 10.3%
13.0%		 N/A
N/A		 6.3% 16.8% EPS: -39.5% | Sales: -0.4% 3.2 1.0 4.9 3.2 1.9
UL
$60.91
Consumer Defensive		 25.0
Fwd: 16.8		 3.36 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 3.9 1.0 5.9 0.5 1.9
VRSK
$212.87
Industrials		 32.5
Fwd: 27.7		 3.67 12.98
1.2		 270.5%
30.4%		 $8.01
3.8%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 3.1 1.0 8.0 5.0 1.9
PANW
$211.37
Technology		 132.1
Fwd: 49.0		 9.79 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 1.0 7.5 8.2 1.9
VEEV
$291.21
Healthcare		 59.7
Fwd: 34.4		 4.22 0.01
5.6		 13.7%
27.3%		 $8.10
2.8%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 1.0 8.4 7.7 1.9
DOCS
$62.58
Healthcare		 53.7
Fwd: 37.3		 5.24 0.01
6.4		 24.2%
39.9%		 $1.53
2.5%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 1.0 9.6 7.2 1.9
MNST
$66.31
Consumer Defensive		 41.4
Fwd: 31.2		 3.29 0.00
3.5		 24.1%
20.5%		 $1.90
2.9%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 2.7 1.0 8.5 7.5 1.9
CAT
$569.78
Industrials		 29.2
Fwd: 25.8		 4.58 2.01
1.4		 46.3%
14.3%		 $16.15
2.8%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 1.0 6.8 4.1 1.9
AVGO
$355.59
Technology		 90.8
Fwd: 38.2		 2.57 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 2.9 1.0 7.7 7.2 1.9
MA
$553.28
Financial		 35.4
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 2.7 1.0 8.4 6.7 1.9
IDXX
$713.74
Healthcare		 56.6
Fwd: 49.7		 3.68 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 2.6 1.0 8.6 7.7 1.8
PODD
$323.40
Healthcare		 98.4
Fwd: 54.3		 3.04 0.97
2.2		 19.2%
10.0%		 $5.62
1.7%		 22.9% 98.8% EPS: -40.5% | Sales: +26.0% 2.4 1.0 7.5 8.0 1.8
HIMS
$41.52
Healthcare		 76.8
Fwd: 55.9		 3.47 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 2.7 1.0 6.0 6.0 1.8
MCO
$482.21
Financial		 38.8
Fwd: 29.6		 2.90 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 2.4 1.0 7.5 6.8 1.7
CSGP
$67.36
Real Estate		 1310.5
Fwd: 47.2		 37.36 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 1.0 6.5 8.4 1.7
ECL
$253.06
Basic Materials		 36.4
Fwd: 29.8		 2.76 0.91
1.7		 21.7%
12.5%		 $5.48
2.2%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 2.7 1.0 5.3 3.1 1.7
V
$336.96
Financial		 33.3
Fwd: 23.3		 2.69 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 2.4 1.0 9.1 6.1 1.7
TRI
$138.97
Industrials		 35.7
Fwd: 31.2		 3.55 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.4% | Sales: +3.0% 3.1 1.0 6.1 0.5 1.7
CME
$271.42
Financial		 26.3
Fwd: 23.4		 4.12 0.13
1.0		 13.3%
58.1%		 $11.32
4.2%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 1.0 6.3 5.9 1.7
ISRG
$547.78
Healthcare		 72.5
Fwd: 56.6		 4.85 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 1.0 7.0 6.0 1.7
DLR
$168.35
Real Estate		 43.5
Fwd: 102.2		 4.82 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 1.0 5.0 5.8 1.7
HEI
$317.56
Industrials		 69.6
Fwd: 59.8		 4.04 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 1.0 6.2 7.2 1.6
TSLA
$445.91
Consumer Cyclical		 297.9
Fwd: 201.7		 33.63 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 1.8 1.0 6.6 7.5 1.6
HOOD
$127.08
Financial		 52.8
Fwd: 56.7		 2.42 2.25
1.2		 27.8%
52.0%		 N/A
N/A		 60.7% N/A EPS: +508.7% | Sales: +73.2% 2.3 1.0 8.1 4.2 1.6
DDOG
$190.82
Technology		 551.3
Fwd: 85.0		 37.30 0.40
3.4		 4.5%
4.1%		 $2.65
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.0% 2.0 1.0 6.5 6.5 1.6
SHOP
$156.05
Technology		 114.3
Fwd: 85.2		 5.33 0.09
3.9		 15.7%
16.6%		 $1.46
0.9%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 1.0 7.7 5.9 1.5
AXON
$587.14
Industrials		 185.9
Fwd: 76.7		 10.63 0.69
3.1		 10.0%
10.1%		 $1.85
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 1.0 5.2 4.6 1.5
ODD
$39.96
Technology		 22.3
Fwd: 17.9		 1.20 0.07
6.3		 30.4%
14.7%		 $2.33
5.8%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 7.9 1.0 10.0 7.9 7.5
DECK
$79.81
Consumer Cyclical		 11.8
Fwd: 11.6		 1.68 0.14
3.1		 43.3%
19.4%		 $6.72
8.4%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.4 1.0 9.8 9.5 7.4
HALO
$68.39
Healthcare		 14.4
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.4 1.0 8.6 7.0 7.1
LRN
$70.62
Consumer Defensive		 10.9
Fwd: 9.0		 0.85 0.38
6.8		 23.0%
12.8%		 $8.61
12.2%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 8.8 1.0 9.9 4.7 7.1
PINS
$26.28
Communication Services		 9.1
Fwd: 13.1		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.3%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 9.2 1.0 8.3 5.9 7.0
NVDA
$188.08
Technology		 53.5
Fwd: 28.1		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 6.1 1.0 9.8 8.9 7.0
LULU
$163.55
Consumer Cyclical		 11.2
Fwd: 12.9		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 1.0 9.7 7.7 7.0
DUOL
$193.74
Technology		 24.6
Fwd: 43.1		 0.55 0.07
2.8		 36.2%
40.0%		 $7.16
3.7%		 60.3% N/A EPS: +68.5% | Sales: +39.9% 8.6 1.0 8.6 7.5 7.0
QFIN
$22.58
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 9.6 1.0 7.8 7.4 6.9
APP
$621.36
Communication Services		 78.3
Fwd: 42.6		 1.26 2.38
3.2		 230.7%
49.3%		 $9.91
1.6%		 36.5% 84.3% EPS: +180.2% | Sales: +28.7% 5.4 1.0 10.0 7.6 6.9
APPF
$250.27
Technology		 44.9
Fwd: 39.2		 1.96 0.08
2.9		 44.7%
22.5%		 $5.89
2.4%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 5.4 1.0 9.9 9.3 6.9
TSM
$289.24
Technology		 29.6
Fwd: 23.2		 0.98 0.19
2.7		 34.9%
43.7%		 $5.89
2.0%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 8.6 1.0 9.1 0.5 6.9
ADBE
$327.35
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.92
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 7.5 3.2 7.8 9.2 6.8
DXCM
$58.02
Healthcare		 32.3
Fwd: 23.2		 1.45 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 6.1 1.0 9.9 8.8 6.8
CPRX
$20.99
Healthcare		 12.2
Fwd: 12.4		 1.20 0.00
6.6		 27.5%
37.6%		 $1.92
9.1%		 36.9% 34.3% EPS: +197.0% | Sales: +25.6% 7.6 1.0 9.1 6.8 6.8
CHTR
$217.86
Communication Services		 6.0
Fwd: 5.1		 0.51 6.24
0.4		 34.8%
9.3%		 $16.97
7.8%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.4 1.0 7.5 6.0 6.7
DASH
$196.46
Consumer Cyclical		 99.8
Fwd: 54.4		 0.61 0.34
2.0		 10.1%
6.8%		 $4.87
2.5%		 64.7% N/A EPS: +283.9% | Sales: +24.5% 7.9 1.0 8.2 6.0 6.7
EXEL
$40.80
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.2 1.0 7.5 8.2 6.7
MPWR
$958.07
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 6.4 1.0 8.9 7.4 6.6
PAYC
$164.01
Technology		 20.4
Fwd: 16.4		 1.92 0.05
1.1		 28.6%
22.6%		 $6.78
4.1%		 20.6% 23.6% EPS: -10.6% | Sales: +9.7% 6.4 1.0 8.7 9.8 6.6
GOOGL
$284.75
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 6.2 1.0 8.8 8.6 6.5
PYPL
$66.26
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.0 1.0 8.0 8.0 6.5
ASML
$1029.20
Technology		 38.5
Fwd: 34.0		 1.71 0.14
1.3		 51.7%
29.4%		 $25.16
2.4%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 6.5 1.0 8.4 9.1 6.5
AAPL
$269.77
Technology		 36.2
Fwd: 29.9		 3.61 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.0 8.3 7.0 5.3 6.4
EXLS
$38.75
Technology		 26.2
Fwd: 17.7		 1.73 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 5.8 1.0 8.7 7.9 6.3
YOU
$32.02
Technology		 17.2
Fwd: 25.1		 N/A 0.95
0.9		 128.7%
21.2%		 $2.30
7.2%		 32.0% N/A EPS: +135.7% | Sales: +19.9% 6.2 1.0 8.7 5.5 6.3
BMRN
$51.84
Healthcare		 19.4
Fwd: 11.5		 0.59 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.4 1.0 7.0 4.9 6.3
DT
$46.06
Technology		 27.6
Fwd: 25.1		 1.83 0.03
1.5		 20.6%
27.3%		 $1.58
3.4%		 25.5% N/A EPS: +214.5% | Sales: +18.5% 6.2 1.0 8.4 7.6 6.3
ACAD
$21.65
Healthcare		 13.9
Fwd: 30.2		 N/A 0.05
3.0		 35.0%
24.9%		 $1.11
5.1%		 23.1% N/A EPS: +627.8% | Sales: +12.7% 5.7 2.7 8.4 5.7 6.3
NFLX
$1097.02
Communication Services		 45.8
Fwd: 33.9		 1.79 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 5.8 1.0 8.5 8.0 6.3
FTNT
$80.54
Technology		 33.2
Fwd: 27.8		 3.11 1.35
1.0		 228.0%
28.6%		 $2.65
3.3%		 22.5% 42.9% EPS: +48.1% | Sales: +14.8% 4.0 1.0 9.3 9.4 6.2
AMZN
$243.04
Consumer Cyclical		 34.3
Fwd: 31.0		 1.71 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 4.6 1.0 9.6 7.1 6.2
MELI
$2128.33
Consumer Cyclical		 52.0
Fwd: 34.6		 1.66 2.08
1.2		 40.6%
7.9%		 $130.49
6.1%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 5.6 1.0 8.6 8.2 6.2
MLI
$106.47
Industrials		 15.9
Fwd: 13.8		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 1.0 8.6 4.5 6.2
SMCI
$40.33
Technology		 32.2
Fwd: 13.2		 1.66 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 6.1 1.0 8.4 6.2 6.2
ZM
$82.22
Technology		 21.7
Fwd: 13.9		 5.19 0.01
4.4		 13.6%
25.0%		 $6.16
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 1.0 9.4 6.7 6.2
PCTY
$138.42
Technology		 34.6
Fwd: 17.0		 3.43 0.12
1.0		 20.4%
13.8%		 $7.33
5.3%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 3.9 1.0 9.3 9.1 6.2
CMG
$30.56
Consumer Cyclical		 26.9
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 3.9 1.0 9.8 7.7 6.1
MEDP
$592.19
Healthcare		 41.4
Fwd: 35.8		 3.11 0.49
0.6		 73.7%
18.4%		 $24.02
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 3.4 1.0 10.0 9.3 6.1
ANET
$134.02
Technology		 51.0
Fwd: 40.0		 2.43 0.00
3.2		 31.7%
39.7%		 $3.22
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 3.8 1.0 9.4 6.6 6.1
SQ
$70.93
Technology		 15.2
Fwd: 20.0		 1.58 0.28
2.0		 14.3%
12.4%		 $1.74
2.5%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 6.0 1.0 8.3 N/A 6.1
ONTO
$131.75
Technology		 32.6
Fwd: 23.5		 3.55 0.01
9.6		 10.5%
19.3%		 $4.87
3.7%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 1.0 9.3 6.3 6.1
NVMI
$314.02
Technology		 42.9
Fwd: 32.9		 2.63 0.19
2.6		 24.2%
29.1%		 $6.80
2.2%		 24.5% 35.3% EPS: +51.2% | Sales: +43.7% 4.0 1.0 9.2 6.2 6.0
META
$618.94
Communication Services		 27.4
Fwd: 20.8		 2.27 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 4.2 1.0 8.8 8.4 6.0
ADSK
$294.86
Technology		 61.1
Fwd: 26.1		 3.86 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 3.7 1.5 8.7 8.9 6.0
KLAC
$1206.40
Technology		 37.9
Fwd: 28.9		 3.43 1.22
2.6		 99.2%
33.8%		 $29.47
2.4%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.0 1.0 8.9 7.1 6.0
GS
$787.58
Financial		 16.0
Fwd: 14.2		 1.06 5.24
1.3		 13.6%
12.5%		 $190.70
24.2%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 7.5 1.0 7.5 3.8 5.9
PGR
$209.61
Financial		 11.5
Fwd: 12.8		 2.14 0.19
0.7		 34.2%
12.6%		 $29.07
13.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 5.3 1.0 8.9 9.4 5.9
DOCS
$62.58
Healthcare		 53.7
Fwd: 37.3		 5.24 0.01
6.4		 24.2%
39.9%		 $1.53
2.5%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 1.0 9.9 7.2 5.9
CPRT
$39.98
Industrials		 25.2
Fwd: 21.2		 2.38 0.01
8.2		 18.6%
33.4%		 $1.27
3.2%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 4.3 1.0 9.2 7.7 5.9
PTC
$173.93
Technology		 28.3
Fwd: 20.4		 6.04 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +72.6% | Sales: +19.2% 4.1 1.0 8.6 7.8 5.8
ETSY
$56.80
Consumer Cyclical		 39.7
Fwd: 22.4		 4.92 N/A
3.2		 N/A
6.4%		 $6.44
11.3%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 1.0 8.7 8.4 5.8
SCHW
$94.20
Financial		 22.1
Fwd: 16.9		 0.84 0.56
1.2		 17.0%
28.6%		 $21.71
23.0%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.4 1.0 6.0 6.5 5.8
AMAT
$233.53
Technology		 27.8
Fwd: 24.5		 3.53 0.35
2.5		 35.6%
23.9%		 $7.31
3.1%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.0 2.3 8.1 6.9 5.8
MSFT
$497.10
Technology		 35.4
Fwd: 26.5		 2.01 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 5.2 1.0 7.8 9.1 5.8
REGN
$646.87
Healthcare		 15.5
Fwd: 15.1		 4.62 0.09
4.1		 15.2%
32.1%		 $40.18
6.2%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 1.0 9.0 8.4 5.8
NSSC
$42.81
Industrials		 34.9
Fwd: 27.9		 2.09 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 3.8 1.0 9.2 7.9 5.7
AMD
$237.70
Technology		 117.5
Fwd: 37.4		 2.79 0.06
2.3		 5.3%
10.3%		 $3.36
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 3.2 1.0 8.7 8.1 5.7
CRM
$239.27
Technology		 34.8
Fwd: 18.8		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 3.9 1.0 8.3 8.7 5.7
ABT
$124.95
Healthcare		 15.7
Fwd: 22.0		 1.51 0.25
1.7		 30.6%
31.7%		 $3.98
3.2%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 6.3 1.9 7.0 6.0 5.7
RMD
$249.65
Healthcare		 25.6
Fwd: 20.6		 2.25 0.14
2.9		 25.4%
27.4%		 $12.11
4.9%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 4.5 1.0 8.2 9.1 5.7
QLYS
$147.02
Technology		 28.5
Fwd: 19.9		 3.36 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 3.9 1.0 8.3 7.8 5.7
CB
$283.05
Financial		 11.8
Fwd: 10.8		 1.42 0.31
0.4		 14.1%
16.5%		 $37.34
13.2%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 6.2 1.0 7.7 6.2 5.6
CPNG
$29.00
Consumer Cyclical		 137.2
Fwd: 55.2		 1.08 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 6.8 1.0 6.7 5.7 5.6
LRCX
$162.19
Technology		 35.7
Fwd: 29.1		 2.45 0.44
2.2		 62.3%
29.7%		 $4.42
2.7%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 4.7 1.0 8.2 4.9 5.6
NOW
$858.77
Technology		 103.8
Fwd: 42.1		 5.02 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 1.0 8.7 7.5 5.6
AWI
$187.08
Industrials		 26.8
Fwd: 22.2		 1.84 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 6.1 7.7 4.2 6.0 5.6
MTB
$183.30
Financial		 11.3
Fwd: 9.8		 0.89 0.52
0.4		 9.6%
19.8%		 $23.77
13.0%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 8.7 1.0 5.3 6.1 5.6
MANH
$175.49
Technology		 49.9
Fwd: 32.3		 5.62 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 1.0 8.3 6.1 5.6
BMI
$186.74
Technology		 39.8
Fwd: 34.3		 3.59 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 3.9 1.0 8.4 4.7 5.6
PODD
$323.40
Healthcare		 98.4
Fwd: 54.3		 3.04 0.97
2.2		 19.2%
10.0%		 $5.62
1.7%		 22.9% 98.8% EPS: -40.5% | Sales: +26.0% 2.4 1.0 9.5 8.0 5.6
OKTA
$85.87
Technology		 101.2
Fwd: 23.7		 8.03 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 1.0 8.2 6.3 5.5
AZO
$3673.66
Consumer Cyclical		 25.4
Fwd: 20.1		 2.09 N/A
0.9		 N/A
13.2%		 $107.64
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 5.1 1.0 7.5 7.3 5.5
GWW
$952.66
Industrials		 26.6
Fwd: 21.8		 3.65 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.0 1.0 8.6 7.9 5.5
SE
$153.56
Consumer Cyclical		 77.9
Fwd: 31.2		 1.59 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 4.7 1.0 8.0 5.9 5.5
GDDY
$132.95
Technology		 22.9
Fwd: 18.6		 2.12 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 5.3 1.0 7.3 7.3 5.5
VEEV
$291.21
Healthcare		 59.7
Fwd: 34.4		 4.22 0.01
5.6		 13.7%
27.3%		 $8.10
2.8%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 1.0 8.9 7.7 5.5
USLM
$114.29
Basic Materials		 25.1
Fwd: 23.6		 2.21 0.01
19.0		 24.3%
35.8%		 $3.64
3.2%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 4.2 1.0 9.1 7.0 5.4
APH
$138.11
Technology		 46.0
Fwd: 35.4		 1.38 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 5.9 1.0 6.8 7.2 5.4
SNPS
$396.14
Technology		 31.0
Fwd: 28.2		 3.31 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 3.9 1.0 7.7 9.2 5.4
DAL
$57.81
Industrials		 8.2
Fwd: 8.0		 0.82 1.11
0.4		 28.5%
7.4%		 $4.71
8.1%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.0 1.0 4.7 4.5 5.4
ULTA
$509.85
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.0 1.0 8.1 6.9 5.4
BRO
$76.42
Financial		 22.9
Fwd: 16.2		 2.18 0.65
1.2		 10.5%
18.0%		 $3.80
5.0%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 4.1 1.0 8.6 8.3 5.3
IR
$77.68
Industrials		 57.6
Fwd: 21.7		 9.69 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 1.0 8.4 7.0 5.3
ABNB
$120.53
Consumer Cyclical		 29.1
Fwd: 25.1		 2.73 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 3.9 3.4 7.2 5.1 5.3
FICO
$1674.80
Technology		 63.1
Fwd: 33.6		 2.58 N/A
0.8		 N/A
32.8%		 $32.07
1.9%		 9.0% 27.4% EPS: +34.3% | Sales: +15.9% 3.7 1.0 7.6 8.2 5.3
BKNG
$4899.05
Consumer Cyclical		 31.8
Fwd: 18.4		 1.80 N/A
1.3		 N/A
19.4%		 $257.98
5.3%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 6.8 1.0 5.7 6.9 5.3
CARG
$33.13
Consumer Cyclical		 26.7
Fwd: 13.4		 1.37 0.45
3.0		 29.2%
14.1%		 $2.31
7.0%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 7.1 1.0 5.7 5.2 5.3
FITB
$42.54
Financial		 12.7
Fwd: 11.9		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.6 1.0 4.8 3.8 5.3
GILD
$123.40
Healthcare		 19.1
Fwd: 14.2		 0.73 1.16
1.5		 40.6%
27.9%		 $7.55
6.1%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 8.9 1.0 5.0 4.5 5.2
WRB
$74.58
Financial		 15.7
Fwd: 16.0		 2.41 0.32
0.4		 20.9%
13.0%		 $8.64
11.6%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 3.9 1.0 8.7 7.0 5.2
INTU
$653.64
Technology		 47.7
Fwd: 24.9		 3.39 0.34
1.4		 20.3%
20.6%		 $21.82
3.3%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 3.9 1.0 7.2 8.9 5.2
LMAT
$85.60
Healthcare		 41.6
Fwd: 34.4		 3.25 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.2 1.0 8.1 7.3 5.1
SHOP
$156.05
Technology		 114.3
Fwd: 85.2		 5.33 0.09
3.9		 15.7%
16.6%		 $1.46
0.9%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 1.0 8.3 5.9 5.1
JPM
$313.42
Financial		 15.5
Fwd: 14.8		 1.94 3.06
1.1		 16.4%
20.4%		 $16.85
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 4.5 1.0 7.9 5.4 5.1
ELF
$76.54
Consumer Defensive		 54.3
Fwd: 21.9		 6.14 0.80
2.7		 8.8%
5.9%		 $2.50
3.3%		 36.0% 40.4% EPS: -21.4% | Sales: +13.8% 4.0 1.0 8.7 8.2 5.0
ROL
$58.65
Consumer Cyclical		 55.1
Fwd: 46.5		 4.25 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 1.0 8.2 7.4 5.0
PH
$834.15
Industrials		 30.8
Fwd: 26.1		 3.83 0.69
1.2		 27.4%
17.8%		 $26.41
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: -0.4% 3.5 1.0 8.0 6.5 5.0
PWR
$442.90
Industrials		 65.7
Fwd: 35.6		 3.88 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.0 1.0 8.2 7.7 5.0
COST
$923.58
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 1.0 9.8 8.9 5.0
ZTS
$119.56
Healthcare		 20.1
Fwd: 17.5		 2.48 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 4.3 1.0 7.0 7.7 5.0
IDXX
$713.74
Healthcare		 56.6
Fwd: 49.7		 3.68 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 2.6 1.0 8.2 7.7 5.0
WST
$275.34
Healthcare		 40.8
Fwd: 35.3		 4.35 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 1.0 7.7 7.0 5.0
POOL
$248.37
Industrials		 22.7
Fwd: 21.4		 4.75 1.01
2.6		 29.2%
7.8%		 $10.60
4.3%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 1.0 7.3 6.4 5.0
FSLR
$271.98
Technology		 20.9
Fwd: 12.1		 0.65 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.4 1.0 4.3 4.6 5.0
VICI
$29.78
Real Estate		 11.3
Fwd: 10.5		 2.52 0.64
1.1		 10.4%
70.2%		 $2.30
7.7%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 3.5 1.0 8.9 7.1 4.9
ORLY
$95.00
Consumer Cyclical		 32.9
Fwd: 28.6		 3.14 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 3.1 1.0 7.5 8.2 4.9
CTAS
$184.89
Industrials		 41.1
Fwd: 34.5		 3.91 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.0 1.0 7.8 7.6 4.8
LOW
$231.35
Consumer Cyclical		 19.0
Fwd: 17.4		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 4.0 1.0 7.0 5.4 4.8
SBUX
$82.22
Consumer Cyclical		 50.5
Fwd: 27.1		 2.66 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.0 1.0 6.8 7.3 4.8
TMO
$565.98
Healthcare		 32.7
Fwd: 23.0		 4.39 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 1.0 7.0 6.9 4.8
TT
$435.60
Industrials		 33.5
Fwd: 29.4		 2.35 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 3.7 1.0 7.3 7.0 4.8
AXP
$365.73
Financial		 24.6
Fwd: 21.0		 1.97 1.83
7.2		 33.7%
13.2%		 $27.50
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 4.5 1.0 7.0 6.2 4.8
MAR
$281.14
Consumer Cyclical		 29.7
Fwd: 24.9		 2.81 N/A
0.5		 N/A
10.1%		 $7.18
2.6%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 4.0 1.0 6.9 5.5 4.8
SOFI
$27.16
Financial		 49.1
Fwd: 44.9		 1.71 0.32
4.9		 8.6%
14.4%		 $1.30
4.8%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 3.4 1.0 8.2 5.1 4.8
EPAM
$168.00
Technology		 24.0
Fwd: 13.6		 2.91 0.04
3.2		 11.4%
7.9%		 $7.36
4.4%		 15.6% 11.6% EPS: -0.3% | Sales: +9.7% 4.1 1.0 6.3 8.2 4.8
AXON
$587.14
Industrials		 185.9
Fwd: 76.7		 10.63 0.69
3.1		 10.0%
10.1%		 $1.85
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 1.0 8.8 4.6 4.7
WPM
$96.28
Basic Materials		 55.5
Fwd: 30.4		 1.72 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 4.3 1.0 8.0 0.5 4.7
V
$336.96
Financial		 33.3
Fwd: 23.3		 2.69 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 2.4 1.0 8.8 6.1 4.7
ADP
$252.36
Technology		 24.9
Fwd: 21.1		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 3.9 2.2 5.9 7.3 4.7
HIMS
$41.52
Healthcare		 76.8
Fwd: 55.9		 3.47 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 2.7 1.0 7.5 6.0 4.7
ON
$48.80
Technology		 63.7
Fwd: 16.8		 72.37 0.46
5.2		 3.9%
5.2%		 $3.40
7.0%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 1.0 6.5 4.0 4.7
RSG
$204.23
Industrials		 30.4
Fwd: 27.9		 3.91 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 3.4 1.0 7.2 6.3 4.7
DOCU
$69.73
Technology		 52.6
Fwd: 17.3		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 1.0 6.3 6.5 4.6
VRSK
$212.87
Industrials		 32.5
Fwd: 27.7		 3.67 12.98
1.2		 270.5%
30.4%		 $8.01
3.8%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 3.1 1.0 7.5 5.0 4.6
CELH
$45.06
Consumer Defensive		 124.2
Fwd: 30.2		 2.04 0.42
2.1		 7.9%
5.6%		 $0.82
1.8%		 78.3% 54.3% EPS: -64.7% | Sales: +11.8% 3.3 1.0 8.4 6.4 4.6
BABA
$167.61
Consumer Cyclical		 19.6
Fwd: 17.5		 2.24 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 4.4 1.0 5.9 7.7 4.6
TDG
$1271.60
Industrials		 42.2
Fwd: 31.6		 3.85 N/A
3.1		 N/A
20.4%		 $33.83
2.7%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.2 1.0 7.2 6.3 4.6
NOC
$571.96
Industrials		 20.5
Fwd: 19.8		 3.34 1.09
1.1		 26.1%
9.8%		 $12.85
2.2%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.1 1.0 6.5 6.0 4.6
LIN
$415.32
Basic Materials		 27.8
Fwd: 23.2		 3.43 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 3.5 1.0 7.6 5.5 4.6
ILMN
$121.11
Healthcare		 27.1
Fwd: 24.3		 2.50 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 3.9 1.0 6.7 4.8 4.5
PSA
$273.96
Real Estate		 28.5
Fwd: 26.3		 22.96 1.08
1.7		 20.0%
35.4%		 $16.69
6.1%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 1.0 8.3 6.8 4.5
ISRG
$547.78
Healthcare		 72.5
Fwd: 56.6		 4.85 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 1.0 7.3 6.0 4.5
LHX
$285.02
Industrials		 30.6
Fwd: 22.9		 10.85 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 1.0 6.2 6.9 4.5
AVGO
$355.59
Technology		 90.8
Fwd: 38.2		 2.57 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 2.9 1.0 6.5 7.2 4.5
MS
$163.42
Financial		 16.8
Fwd: 15.6		 1.27 3.92
1.6		 15.2%
13.8%		 $6.48
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 6.1 1.0 5.1 3.9 4.5
DPZ
$401.46
Consumer Cyclical		 23.5
Fwd: 20.5		 2.75 N/A
1.6		 N/A
12.2%		 $18.69
4.7%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 3.9 1.0 6.1 6.9 4.5
CMI
$462.80
Industrials		 21.8
Fwd: 18.8		 2.07 0.74
1.6		 27.6%
8.7%		 $11.99
2.6%		 7.7% 14.4% EPS: +53.4% | Sales: -1.3% 4.7 1.0 5.8 5.5 4.5
SLB
$36.36
Energy		 14.1
Fwd: 12.3		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 1.0 4.8 3.8 4.5
BR
$217.49
Technology		 27.8
Fwd: 21.3		 2.89 1.32
0.9		 38.2%
13.1%		 $11.03
5.1%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 4.1 1.0 5.8 7.1 4.5
HOOD
$127.08
Financial		 52.8
Fwd: 56.7		 2.42 2.25
1.2		 27.8%
52.0%		 N/A
N/A		 60.7% N/A EPS: +508.7% | Sales: +73.2% 2.3 1.0 8.4 4.2 4.4
MNST
$66.31
Consumer Defensive		 41.4
Fwd: 31.2		 3.29 0.00
3.5		 24.1%
20.5%		 $1.90
2.9%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 2.7 1.0 8.4 7.5 4.4
SBAC
$194.75
Real Estate		 24.5
Fwd: 22.0		 2.67 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 3.4 1.0 8.2 3.4 4.4
DIS
$110.49
Communication Services		 17.3
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 7.0 1.0 4.3 5.2 4.4
TRMB
$78.82
Technology		 53.6
Fwd: 23.0		 4.68 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -80.8% | Sales: -0.9% 3.9 1.0 6.0 5.6 4.4
JKHY
$163.08
Technology		 24.8
Fwd: 23.4		 3.80 0.01
1.1		 23.4%
19.9%		 $8.20
5.0%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 3.8 1.0 5.8 7.0 4.4
MSI
$389.10
Technology		 31.2
Fwd: 23.9		 3.73 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 3.9 1.0 5.8 6.3 4.3
CAT
$569.78
Industrials		 29.2
Fwd: 25.8		 4.58 2.01
1.4		 46.3%
14.3%		 $16.15
2.8%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 1.0 6.8 4.1 4.3
HLT
$265.27
Consumer Cyclical		 38.4
Fwd: 29.2		 2.83 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 3.2 1.0 6.2 6.5 4.3
ETN
$377.40
Industrials		 37.7
Fwd: 27.4		 2.97 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 3.2 1.0 6.6 4.3 4.2
XOM
$114.50
Energy		 16.6
Fwd: 15.4		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.9%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.1 1.0 6.2 3.8 4.2
XYL
$150.34
Industrials		 38.7
Fwd: 27.1		 2.96 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 3.2 1.0 6.3 6.3 4.2
PANW
$211.37
Technology		 132.1
Fwd: 49.0		 9.79 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 1.0 5.8 8.2 4.2
ENPH
$31.17
Technology		 21.6
Fwd: 14.8		 12.19 1.24
2.0		 20.3%
12.9%		 $1.66
5.3%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 1.0 5.3 6.7 4.2
WDAY
$224.50
Technology		 103.8
Fwd: 21.2		 4.85 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 1.0 5.3 8.4 4.2
MA
$553.28
Financial		 35.4
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 2.7 1.0 7.0 6.7 4.2
GATX
$152.94
Industrials		 17.9
Fwd: 15.7		 1.91 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 5.4 1.0 4.7 4.5 4.2
WM
$199.62
Industrials		 31.5
Fwd: 24.0		 3.36 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 3.5 1.0 6.0 5.2 4.2
FIS
$64.68
Technology		 203.7
Fwd: 10.2		 20.96 0.94
0.5		 1.1%
1.7%		 $3.83
5.9%		 -0.4% 16.5% EPS: +102.2% | Sales: +4.3% 4.1 1.0 5.5 3.9 4.1
RTX
$175.10
Industrials		 36.0
Fwd: 25.8		 3.61 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 3.5 1.0 5.8 6.3 4.1
SHW
$333.66
Basic Materials		 32.6
Fwd: 26.5		 4.19 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 1.0 6.8 6.5 4.1
CDNS
$324.45
Technology		 83.7
Fwd: 40.2		 5.21 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 1.0 5.4 8.8 4.1
SAP
$253.88
Technology		 38.0
Fwd: 30.4		 1.36 0.21
1.1		 16.3%
19.5%		 $6.32
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 6.7 1.0 4.4 0.5 4.1
TYL
$465.01
Technology		 64.8
Fwd: 37.0		 4.47 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 1.0 5.5 7.5 4.1
DDOG
$190.82
Technology		 551.3
Fwd: 85.0		 37.30 0.40
3.4		 4.5%
4.1%		 $2.65
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.0% 2.0 1.0 6.2 6.5 4.1
TSLA
$445.91
Consumer Cyclical		 297.9
Fwd: 201.7		 33.63 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 1.8 1.0 6.7 7.5 4.1
LMT
$468.92
Industrials		 26.2
Fwd: 16.0		 2.20 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 5.3 1.0 4.2 6.2 4.0
AMT
$178.09
Real Estate		 28.4
Fwd: 25.7		 1.90 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 5.3 1.0 4.8 3.6 4.0
BSX
$99.05
Healthcare		 53.0
Fwd: 28.5		 3.28 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 3.7 1.0 5.4 6.1 4.0
ABBV
$219.04
Healthcare		 165.3
Fwd: 15.1		 9.56 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 1.0 5.5 5.8 4.0
HD
$369.07
Consumer Cyclical		 25.1
Fwd: 22.7		 4.87 5.75
1.1		 193.9%
8.9%		 $14.29
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 1.0 5.1 5.8 4.0
SPGI
$490.00
Financial		 35.6
Fwd: 24.8		 2.95 0.36
1.0		 12.6%
28.1%		 $18.03
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 2.7 1.0 6.3 8.3 4.0
PEP
$141.58
Consumer Defensive		 26.9
Fwd: 16.5		 7.72 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 1.0 5.9 6.4 4.0
CHD
$86.21
Consumer Defensive		 27.1
Fwd: 23.0		 5.32 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 1.0 5.6 7.2 4.0
MLM
$608.33
Basic Materials		 32.0
Fwd: 28.0		 2.72 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 2.9 1.0 6.4 6.8 4.0
ROST
$160.23
Consumer Cyclical		 25.4
Fwd: 23.3		 4.33 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 1.0 5.0 5.1 3.9
GD
$340.30
Industrials		 22.1
Fwd: 19.8		 1.95 0.40
1.4		 17.8%
8.2%		 $17.82
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 5.0 1.0 4.2 5.8 3.9
CTSH
$72.83
Technology		 16.9
Fwd: 13.0		 1.94 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 5.5 1.0 4.0 5.8 3.9
UPS
$93.60
Industrials		 14.5
Fwd: 13.1		 12.58 1.85
1.3		 33.7%
6.2%		 $5.19
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 1.0 4.9 5.8 3.9
ICE
$147.52
Financial		 26.9
Fwd: 19.6		 2.35 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 3.6 1.0 5.3 6.9 3.9
QSR
$68.16
Consumer Cyclical		 24.3
Fwd: 17.0		 2.60 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 3.9 1.0 4.8 6.0 3.9
AME
$197.25
Industrials		 31.1
Fwd: 24.8		 3.95 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 3.5 1.0 5.3 4.9 3.8
UNP
$217.99
Industrials		 18.5
Fwd: 17.1		 2.44 1.90
0.8		 41.6%
28.7%		 $10.14
4.7%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 4.3 1.0 4.9 2.5 3.8
FAST
$40.77
Industrials		 38.2
Fwd: 33.5		 3.81 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 2.9 1.0 5.3 8.5 3.8
GGG
$81.24
Industrials		 27.8
Fwd: 25.6		 3.64 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 3.4 1.0 5.1 6.3 3.8
MCD
$298.41
Consumer Cyclical		 25.4
Fwd: 22.6		 3.67 N/A
1.0		 N/A
32.0%		 $10.33
3.5%		 3.9% 7.7% EPS: +2.1% | Sales: +1.3% 3.6 1.0 4.8 5.5 3.8
NKE
$61.89
Consumer Cyclical		 31.7
Fwd: 24.8		 2.67 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 4.2 1.0 4.2 6.5 3.8
TJX
$143.77
Consumer Cyclical		 32.8
Fwd: 28.3		 3.46 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 3.4 1.0 5.0 4.9 3.7
O
$56.33
Real Estate		 52.6
Fwd: 36.6		 2.94 0.74
2.2		 2.5%
17.1%		 $3.99
7.1%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 2.7 1.0 6.2 7.9 3.7
APD
$258.79
Basic Materials		 37.2
Fwd: 18.5		 4.18 1.18
1.3		 10.3%
13.0%		 N/A
N/A		 6.3% 16.8% EPS: -39.5% | Sales: -0.4% 3.2 1.0 5.9 3.2 3.7
COF
$216.88
Financial		 92.0
Fwd: 10.4		 4.20 0.45
2.1		 1.5%
1.7%		 $32.81
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 1.0 4.7 6.0 3.7
TDY
$506.68
Technology		 29.4
Fwd: 21.4		 3.29 0.24
1.8		 8.1%
13.6%		 $22.12
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.1 1.0 4.2 7.0 3.7
CME
$271.42
Financial		 26.3
Fwd: 23.4		 4.12 0.13
1.0		 13.3%
58.1%		 $11.32
4.2%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 1.0 6.2 5.9 3.7
COP
$85.66
Energy		 11.5
Fwd: 13.5		 6.18 0.36
1.3		 15.9%
15.9%		 $5.54
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +2.5% 3.9 1.0 4.6 6.1 3.7
PAYX
$112.82
Technology		 25.3
Fwd: 19.1		 3.27 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 4.1 1.0 4.1 8.1 3.7
ORCL
$243.80
Technology		 56.4
Fwd: 30.5		 2.58 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 4.0 1.0 4.3 5.9 3.7
QCOM
$173.20
Technology		 35.4
Fwd: 13.8		 15.13 0.70
2.8		 23.3%
12.5%		 $11.88
6.9%		 13.5% 2.1% EPS: +34.2% | Sales: +13.7% 3.9 1.0 4.5 5.7 3.7
WMT
$101.68
Consumer Defensive		 38.4
Fwd: 34.5		 4.06 0.72
0.8		 24.5%
3.1%		 $1.72
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 1.0 5.8 6.8 3.7
EXR
$131.06
Real Estate		 29.3
Fwd: 26.9		 3.48 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 3.1 1.0 5.5 8.3 3.6
ROK
$372.50
Industrials		 43.7
Fwd: 28.3		 3.68 1.12
1.1		 28.5%
12.0%		 $11.74
3.2%		 4.3% 7.3% EPS: -3.3% | Sales: -8.2% 3.2 1.0 5.0 4.7 3.6
EW
$82.44
Healthcare		 35.1
Fwd: 28.7		 3.57 0.07
4.0		 13.6%
23.5%		 $1.37
1.7%		 4.6% -2.4% EPS: +65.3% | Sales: +0.2% 3.7 1.0 4.7 4.3 3.6
HOLX
$74.15
Healthcare		 29.9
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 3.6 1.0 4.8 4.6 3.6
JNJ
$186.97
Healthcare		 18.0
Fwd: 16.2		 2.45 0.58
1.1		 33.6%
27.3%		 $8.13
4.3%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 4.3 1.0 4.2 5.7 3.6
SYK
$353.81
Healthcare		 46.5
Fwd: 23.6		 4.18 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 1.0 4.8 3.8 3.6
IEX
$166.82
Industrials		 26.4
Fwd: 19.9		 5.44 0.48
2.9		 12.2%
14.0%		 $7.80
4.7%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 1.0 4.3 5.0 3.6
TXN
$161.38
Technology		 29.4
Fwd: 26.5		 2.39 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 4.5 1.0 4.2 3.3 3.6
ATEN
$17.79
Technology		 26.1
Fwd: 18.7		 3.83 1.11
3.6		 23.9%
17.8%		 $1.00
5.6%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 3.9 1.0 4.5 3.1 3.6
CINF
$161.38
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.89
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 4.0 1.0 4.2 7.1 3.6
NDAQ
$86.19
Financial		 30.7
Fwd: 22.8		 2.16 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 3.6 1.0 4.8 5.4 3.6
BLK
$1069.44
Financial		 27.8
Fwd: 19.7		 2.29 0.27
4.0		 12.6%
25.9%		 $24.64
2.3%		 7.0% 8.1% EPS: -3.8% | Sales: +15.8% 3.6 1.0 4.7 6.3 3.6
EA
$200.38
Communication Services		 58.6
Fwd: 21.6		 4.24 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 1.0 4.4 5.0 3.5
ITW
$244.30
Industrials		 23.7
Fwd: 21.8		 32.48 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 1.0 4.4 4.1 3.5
ROP
$444.48
Technology		 30.6
Fwd: 20.6		 3.58 0.47
0.6		 8.2%
20.3%		 $22.85
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.1 1.0 4.3 3.5 3.5
VRSN
$239.60
Technology		 27.9
Fwd: 24.4		 3.25 N/A
0.5		 N/A
49.9%		 $10.84
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 3.8 1.0 4.3 4.9 3.5
HON
$195.91
Industrials		 20.6
Fwd: 19.2		 3.49 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 4.1 1.0 4.2 3.9 3.5
CSGP
$67.36
Real Estate		 1310.5
Fwd: 47.2		 37.36 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 1.0 6.2 8.4 3.5
DHR
$210.67
Healthcare		 43.4
Fwd: 25.1		 5.83 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 1.0 4.3 5.5 3.5
MKTX
$165.75
Financial		 27.9
Fwd: 20.5		 3.45 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.0 1.0 5.0 6.6 3.5
HEI
$317.56
Industrials		 69.6
Fwd: 59.8		 4.04 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 1.0 5.5 7.2 3.5
MKC
$64.05
Consumer Defensive		 22.2
Fwd: 20.1		 4.07 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 1.0 4.2 6.5 3.4
CHKP
$196.52
Technology		 21.5
Fwd: 18.6		 2.60 0.00
1.2		 34.2%
37.6%		 $10.93
5.6%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 4.0 1.0 4.0 5.2 3.4
ENB
$46.88
Energy		 23.1
Fwd: 20.4		 3.06 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 3.4 1.0 4.8 2.9 3.4
KMI
$26.12
Energy		 21.4
Fwd: 19.1		 2.46 1.06
0.6		 8.9%
16.6%		 $1.12
4.3%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 3.4 1.0 4.8 2.8 3.4
KO
$69.06
Consumer Defensive		 22.9
Fwd: 21.5		 3.66 1.52
1.2		 45.1%
27.3%		 $1.29
1.9%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 3.9 1.0 4.1 6.3 3.4
CMCSA
$27.31
Communication Services		 4.5
Fwd: 6.5		 2.96 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 4.0 1.0 3.7 5.7 3.4
MDT
$90.06
Healthcare		 24.9
Fwd: 14.8		 4.21 0.60
2.0		 9.7%
13.6%		 $4.13
4.6%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 1.0 4.0 4.4 3.4
VMC
$286.30
Basic Materials		 34.0
Fwd: 29.1		 2.38 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 2.9 1.0 4.7 6.9 3.4
DLR
$168.35
Real Estate		 43.5
Fwd: 102.2		 4.82 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 1.0 6.0 5.8 3.3
MCO
$482.21
Financial		 38.8
Fwd: 29.6		 2.90 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 2.4 1.0 5.2 6.8 3.3
EMR
$131.49
Industrials		 32.5
Fwd: 18.6		 3.75 0.65
0.9		 10.9%
12.7%		 $4.74
3.6%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 3.7 1.0 4.0 4.2 3.3
KEYS
$185.05
Technology		 59.0
Fwd: 23.8		 4.96 0.49
3.6		 10.0%
10.4%		 $8.24
4.5%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 1.0 3.5 5.8 3.2
ECL
$253.06
Basic Materials		 36.4
Fwd: 29.8		 2.76 0.91
1.7		 21.7%
12.5%		 $5.48
2.2%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 2.7 1.0 4.8 3.1 3.1
BRK-B
$493.15
Financial		 15.8
Fwd: 22.7		 16.26 0.22
5.9		 10.2%
18.1%		 $8.95
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 1.0 3.8 6.0 3.1
TRI
$138.97
Industrials		 35.7
Fwd: 31.2		 3.55 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.4% | Sales: +3.0% 3.1 1.0 4.2 0.5 3.0
UL
$60.91
Consumer Defensive		 25.0
Fwd: 16.8		 3.36 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 3.9 1.0 3.6 0.5 2.9
AWI
$187.08
Industrials		 26.8
Fwd: 22.2		 1.84 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 6.1 6.9 5.5 6.0 6.5
AAPL
$269.77
Technology		 36.2
Fwd: 29.9		 3.61 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.0 6.0 7.5 5.3 5.6
DECK
$79.81
Consumer Cyclical		 11.8
Fwd: 11.6		 1.68 0.14
3.1		 43.3%
19.4%		 $6.72
8.4%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.4 1.0 9.2 9.5 4.5
QFIN
$22.58
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 9.6 1.0 7.7 7.4 4.4
ADBE
$327.35
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.92
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 7.5 1.5 9.0 9.2 4.3
EXEL
$40.80
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.2 1.0 8.8 8.2 4.3
ACAD
$21.65
Healthcare		 13.9
Fwd: 30.2		 N/A 0.05
3.0		 35.0%
24.9%		 $1.11
5.1%		 23.1% N/A EPS: +627.8% | Sales: +12.7% 5.7 3.0 7.9 5.7 4.3
ABT
$124.95
Healthcare		 15.7
Fwd: 22.0		 1.51 0.25
1.7		 30.6%
31.7%		 $3.98
3.2%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 6.3 2.7 6.8 6.0 4.2
HALO
$68.39
Healthcare		 14.4
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.4 1.0 8.7 7.0 4.2
PYPL
$66.26
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.0 1.0 8.0 8.0 4.1
ODD
$39.96
Technology		 22.3
Fwd: 17.9		 1.20 0.07
6.3		 30.4%
14.7%		 $2.33
5.8%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 7.9 1.0 10.0 7.9 4.0
DASH
$196.46
Consumer Cyclical		 99.8
Fwd: 54.4		 0.61 0.34
2.0		 10.1%
6.8%		 $4.87
2.5%		 64.7% N/A EPS: +283.9% | Sales: +24.5% 7.9 1.0 7.3 6.0 4.0
DUOL
$193.74
Technology		 24.6
Fwd: 43.1		 0.55 0.07
2.8		 36.2%
40.0%		 $7.16
3.7%		 60.3% N/A EPS: +68.5% | Sales: +39.9% 8.6 1.0 8.4 7.5 4.0
PINS
$26.28
Communication Services		 9.1
Fwd: 13.1		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.3%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 9.2 1.0 7.4 5.9 4.0
CHTR
$217.86
Communication Services		 6.0
Fwd: 5.1		 0.51 6.24
0.4		 34.8%
9.3%		 $16.97
7.8%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.4 1.0 5.8 6.0 3.9
SCHW
$94.20
Financial		 22.1
Fwd: 16.9		 0.84 0.56
1.2		 17.0%
28.6%		 $21.71
23.0%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.4 1.0 7.0 6.5 3.9
MTB
$183.30
Financial		 11.3
Fwd: 9.8		 0.89 0.52
0.4		 9.6%
19.8%		 $23.77
13.0%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 8.7 1.0 6.2 6.1 3.9
LULU
$163.55
Consumer Cyclical		 11.2
Fwd: 12.9		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 1.0 8.2 7.7 3.9
PAYC
$164.01
Technology		 20.4
Fwd: 16.4		 1.92 0.05
1.1		 28.6%
22.6%		 $6.78
4.1%		 20.6% 23.6% EPS: -10.6% | Sales: +9.7% 6.4 1.0 8.2 9.8 3.9
ASML
$1029.20
Technology		 38.5
Fwd: 34.0		 1.71 0.14
1.3		 51.7%
29.4%		 $25.16
2.4%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 6.5 1.0 8.6 9.1 3.8
BKNG
$4899.05
Consumer Cyclical		 31.8
Fwd: 18.4		 1.80 N/A
1.3		 N/A
19.4%		 $257.98
5.3%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 6.8 1.0 7.2 6.9 3.8
DAL
$57.81
Industrials		 8.2
Fwd: 8.0		 0.82 1.11
0.4		 28.5%
7.4%		 $4.71
8.1%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.0 1.0 4.8 4.5 3.8
LRN
$70.62
Consumer Defensive		 10.9
Fwd: 9.0		 0.85 0.38
6.8		 23.0%
12.8%		 $8.61
12.2%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 8.8 1.0 9.5 4.7 3.8
BMRN
$51.84
Healthcare		 19.4
Fwd: 11.5		 0.59 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.4 1.0 6.8 4.9 3.8
MELI
$2128.33
Consumer Cyclical		 52.0
Fwd: 34.6		 1.66 2.08
1.2		 40.6%
7.9%		 $130.49
6.1%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 5.6 1.0 8.7 8.2 3.8
DXCM
$58.02
Healthcare		 32.3
Fwd: 23.2		 1.45 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 6.1 1.0 9.5 8.8 3.7
CPRX
$20.99
Healthcare		 12.2
Fwd: 12.4		 1.20 0.00
6.6		 27.5%
37.6%		 $1.92
9.1%		 36.9% 34.3% EPS: +197.0% | Sales: +25.6% 7.6 1.0 8.9 6.8 3.7
GOOGL
$284.75
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 6.2 1.0 7.8 8.6 3.7
NVDA
$188.08
Technology		 53.5
Fwd: 28.1		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 6.1 1.0 8.8 8.9 3.7
PGR
$209.61
Financial		 11.5
Fwd: 12.8		 2.14 0.19
0.7		 34.2%
12.6%		 $29.07
13.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 5.3 1.0 9.5 9.4 3.7
APPF
$250.27
Technology		 44.9
Fwd: 39.2		 1.96 0.08
2.9		 44.7%
22.5%		 $5.89
2.4%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 5.4 1.0 9.5 9.3 3.7
CARG
$33.13
Consumer Cyclical		 26.7
Fwd: 13.4		 1.37 0.45
3.0		 29.2%
14.1%		 $2.31
7.0%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 7.1 1.0 6.9 5.2 3.6
CPNG
$29.00
Consumer Cyclical		 137.2
Fwd: 55.2		 1.08 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 6.8 1.0 6.8 5.7 3.6
AMAT
$233.53
Technology		 27.8
Fwd: 24.5		 3.53 0.35
2.5		 35.6%
23.9%		 $7.31
3.1%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.0 2.1 8.0 6.9 3.6
GILD
$123.40
Healthcare		 19.1
Fwd: 14.2		 0.73 1.16
1.5		 40.6%
27.9%		 $7.55
6.1%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 8.9 1.0 6.3 4.5 3.5
NFLX
$1097.02
Communication Services		 45.8
Fwd: 33.9		 1.79 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 5.8 1.0 7.9 8.0 3.5
FITB
$42.54
Financial		 12.7
Fwd: 11.9		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.6 1.0 5.3 3.8 3.5
FSLR
$271.98
Technology		 20.9
Fwd: 12.1		 0.65 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.4 1.0 4.8 4.6 3.5
APP
$621.36
Communication Services		 78.3
Fwd: 42.6		 1.26 2.38
3.2		 230.7%
49.3%		 $9.91
1.6%		 36.5% 84.3% EPS: +180.2% | Sales: +28.7% 5.4 1.0 10.0 7.6 3.5
EXLS
$38.75
Technology		 26.2
Fwd: 17.7		 1.73 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 5.8 1.0 8.9 7.9 3.5
MPWR
$958.07
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 6.4 1.0 8.0 7.4 3.5
DT
$46.06
Technology		 27.6
Fwd: 25.1		 1.83 0.03
1.5		 20.6%
27.3%		 $1.58
3.4%		 25.5% N/A EPS: +214.5% | Sales: +18.5% 6.2 1.0 7.9 7.6 3.5
MSFT
$497.10
Technology		 35.4
Fwd: 26.5		 2.01 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 5.2 1.0 7.6 9.1 3.5
RMD
$249.65
Healthcare		 25.6
Fwd: 20.6		 2.25 0.14
2.9		 25.4%
27.4%		 $12.11
4.9%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 4.5 1.0 8.9 9.1 3.4
AZO
$3673.66
Consumer Cyclical		 25.4
Fwd: 20.1		 2.09 N/A
0.9		 N/A
13.2%		 $107.64
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 5.1 1.0 7.2 7.3 3.4
CB
$283.05
Financial		 11.8
Fwd: 10.8		 1.42 0.31
0.4		 14.1%
16.5%		 $37.34
13.2%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 6.2 1.0 7.6 6.2 3.4
FTNT
$80.54
Technology		 33.2
Fwd: 27.8		 3.11 1.35
1.0		 228.0%
28.6%		 $2.65
3.3%		 22.5% 42.9% EPS: +48.1% | Sales: +14.8% 4.0 1.0 9.2 9.4 3.4
ETSY
$56.80
Consumer Cyclical		 39.7
Fwd: 22.4		 4.92 N/A
3.2		 N/A
6.4%		 $6.44
11.3%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 1.0 7.5 8.4 3.4
APH
$138.11
Technology		 46.0
Fwd: 35.4		 1.38 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 5.9 1.0 7.5 7.2 3.3
GS
$787.58
Financial		 16.0
Fwd: 14.2		 1.06 5.24
1.3		 13.6%
12.5%		 $190.70
24.2%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 7.5 1.0 7.2 3.8 3.3
MLI
$106.47
Industrials		 15.9
Fwd: 13.8		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 1.0 8.4 4.5 3.3
PCTY
$138.42
Technology		 34.6
Fwd: 17.0		 3.43 0.12
1.0		 20.4%
13.8%		 $7.33
5.3%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 3.9 1.0 9.2 9.1 3.3
AMZN
$243.04
Consumer Cyclical		 34.3
Fwd: 31.0		 1.71 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 4.6 1.0 7.8 7.1 3.3
GDDY
$132.95
Technology		 22.9
Fwd: 18.6		 2.12 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 5.3 1.0 8.1 7.3 3.2
META
$618.94
Communication Services		 27.4
Fwd: 20.8		 2.27 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 4.2 1.0 8.1 8.4 3.2
YOU
$32.02
Technology		 17.2
Fwd: 25.1		 N/A 0.95
0.9		 128.7%
21.2%		 $2.30
7.2%		 32.0% N/A EPS: +135.7% | Sales: +19.9% 6.2 1.0 9.2 5.5 3.2
MEDP
$592.19
Healthcare		 41.4
Fwd: 35.8		 3.11 0.49
0.6		 73.7%
18.4%		 $24.02
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 3.4 1.0 10.0 9.3 3.2
CMG
$30.56
Consumer Cyclical		 26.9
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 3.9 1.0 9.0 7.7 3.2
DIS
$110.49
Communication Services		 17.3
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 7.0 1.0 5.2 5.2 3.2
ADSK
$294.86
Technology		 61.1
Fwd: 26.1		 3.86 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 3.7 1.0 8.9 8.9 3.2
INTU
$653.64
Technology		 47.7
Fwd: 24.9		 3.39 0.34
1.4		 20.3%
20.6%		 $21.82
3.3%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 3.9 1.0 7.9 8.9 3.2
CPRT
$39.98
Industrials		 25.2
Fwd: 21.2		 2.38 0.01
8.2		 18.6%
33.4%		 $1.27
3.2%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 4.3 1.0 7.8 7.7 3.2
BABA
$167.61
Consumer Cyclical		 19.6
Fwd: 17.5		 2.24 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 4.4 1.0 5.5 7.7 3.2
GWW
$952.66
Industrials		 26.6
Fwd: 21.8		 3.65 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.0 1.0 8.2 7.9 3.2
ABNB
$120.53
Consumer Cyclical		 29.1
Fwd: 25.1		 2.73 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 3.9 1.6 8.6 5.1 3.1
AMD
$237.70
Technology		 117.5
Fwd: 37.4		 2.79 0.06
2.3		 5.3%
10.3%		 $3.36
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 3.2 1.4 7.5 8.1 3.1
NSSC
$42.81
Industrials		 34.9
Fwd: 27.9		 2.09 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 3.8 1.0 8.9 7.9 3.1
BRO
$76.42
Financial		 22.9
Fwd: 16.2		 2.18 0.65
1.2		 10.5%
18.0%		 $3.80
5.0%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 4.1 1.0 7.0 8.3 3.1
LMT
$468.92
Industrials		 26.2
Fwd: 16.0		 2.20 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 5.3 1.0 5.8 6.2 3.1
SMCI
$40.33
Technology		 32.2
Fwd: 13.2		 1.66 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 6.1 1.0 6.0 6.2 3.1
CRM
$239.27
Technology		 34.8
Fwd: 18.8		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 3.9 1.0 7.3 8.7 3.1
QLYS
$147.02
Technology		 28.5
Fwd: 19.9		 3.36 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 3.9 1.0 9.2 7.8 3.1
PTC
$173.93
Technology		 28.3
Fwd: 20.4		 6.04 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +72.6% | Sales: +19.2% 4.1 1.0 8.2 7.8 3.1
SNPS
$396.14
Technology		 31.0
Fwd: 28.2		 3.31 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 3.9 1.0 5.4 9.2 3.1
REGN
$646.87
Healthcare		 15.5
Fwd: 15.1		 4.62 0.09
4.1		 15.2%
32.1%		 $40.18
6.2%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 1.0 8.0 8.4 3.1
SBUX
$82.22
Consumer Cyclical		 50.5
Fwd: 27.1		 2.66 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.0 1.0 6.9 7.3 3.1
ULTA
$509.85
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.0 1.0 8.0 6.9 3.1
ZTS
$119.56
Healthcare		 20.1
Fwd: 17.5		 2.48 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 4.3 1.0 7.1 7.7 3.1
ELF
$76.54
Consumer Defensive		 54.3
Fwd: 21.9		 6.14 0.80
2.7		 8.8%
5.9%		 $2.50
3.3%		 36.0% 40.4% EPS: -21.4% | Sales: +13.8% 4.0 1.0 7.5 8.2 3.0
EPAM
$168.00
Technology		 24.0
Fwd: 13.6		 2.91 0.04
3.2		 11.4%
7.9%		 $7.36
4.4%		 15.6% 11.6% EPS: -0.3% | Sales: +9.7% 4.1 1.0 6.5 8.2 3.0
USLM
$114.29
Basic Materials		 25.1
Fwd: 23.6		 2.21 0.01
19.0		 24.3%
35.8%		 $3.64
3.2%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 4.2 1.0 8.2 7.0 3.0
FICO
$1674.80
Technology		 63.1
Fwd: 33.6		 2.58 N/A
0.8		 N/A
32.8%		 $32.07
1.9%		 9.0% 27.4% EPS: +34.3% | Sales: +15.9% 3.7 1.0 7.8 8.2 3.0
SE
$153.56
Consumer Cyclical		 77.9
Fwd: 31.2		 1.59 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 4.7 1.0 6.1 5.9 3.0
SLB
$36.36
Energy		 14.1
Fwd: 12.3		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 1.0 5.2 3.8 3.0
DPZ
$401.46
Consumer Cyclical		 23.5
Fwd: 20.5		 2.75 N/A
1.6		 N/A
12.2%		 $18.69
4.7%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 3.9 1.0 7.2 6.9 3.0
PAYX
$112.82
Technology		 25.3
Fwd: 19.1		 3.27 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 4.1 1.0 6.1 8.1 3.0
WDAY
$224.50
Technology		 103.8
Fwd: 21.2		 4.85 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 1.0 6.1 8.4 3.0
KLAC
$1206.40
Technology		 37.9
Fwd: 28.9		 3.43 1.22
2.6		 99.2%
33.8%		 $29.47
2.4%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.0 1.0 8.8 7.1 3.0
GD
$340.30
Industrials		 22.1
Fwd: 19.8		 1.95 0.40
1.4		 17.8%
8.2%		 $17.82
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 5.0 1.0 5.5 5.8 3.0
CDNS
$324.45
Technology		 83.7
Fwd: 40.2		 5.21 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 1.0 6.8 8.8 3.0
NKE
$61.89
Consumer Cyclical		 31.7
Fwd: 24.8		 2.67 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 4.2 1.0 5.7 6.5 3.0
ORLY
$95.00
Consumer Cyclical		 32.9
Fwd: 28.6		 3.14 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 3.1 1.0 6.7 8.2 3.0
WRB
$74.58
Financial		 15.7
Fwd: 16.0		 2.41 0.32
0.4		 20.9%
13.0%		 $8.64
11.6%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 3.9 1.0 8.7 7.0 3.0
ZM
$82.22
Technology		 21.7
Fwd: 13.9		 5.19 0.01
4.4		 13.6%
25.0%		 $6.16
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 1.0 8.7 6.7 3.0
ADP
$252.36
Technology		 24.9
Fwd: 21.1		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 3.9 1.0 7.5 7.3 2.9
ANET
$134.02
Technology		 51.0
Fwd: 40.0		 2.43 0.00
3.2		 31.7%
39.7%		 $3.22
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 3.8 1.0 9.7 6.6 2.9
CTSH
$72.83
Technology		 16.9
Fwd: 13.0		 1.94 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 5.5 1.0 5.6 5.8 2.9
POOL
$248.37
Industrials		 22.7
Fwd: 21.4		 4.75 1.01
2.6		 29.2%
7.8%		 $10.60
4.3%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 1.0 7.5 6.4 2.9
AXP
$365.73
Financial		 24.6
Fwd: 21.0		 1.97 1.83
7.2		 33.7%
13.2%		 $27.50
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 4.5 1.0 7.1 6.2 2.9
BR
$217.49
Technology		 27.8
Fwd: 21.3		 2.89 1.32
0.9		 38.2%
13.1%		 $11.03
5.1%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 4.1 1.0 7.0 7.1 2.9
COST
$923.58
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 1.0 9.0 8.9 2.9
IR
$77.68
Industrials		 57.6
Fwd: 21.7		 9.69 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 1.0 7.5 7.0 2.9
TSM
$289.24
Technology		 29.6
Fwd: 23.2		 0.98 0.19
2.7		 34.9%
43.7%		 $5.89
2.0%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 8.6 1.0 8.0 0.5 2.9
LHX
$285.02
Industrials		 30.6
Fwd: 22.9		 10.85 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 1.0 5.7 6.9 2.9
TT
$435.60
Industrials		 33.5
Fwd: 29.4		 2.35 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 3.7 1.0 7.2 7.0 2.9
CINF
$161.38
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.89
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 4.0 1.0 5.8 7.1 2.9
NOW
$858.77
Technology		 103.8
Fwd: 42.1		 5.02 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 1.0 8.6 7.5 2.9
CMI
$462.80
Industrials		 21.8
Fwd: 18.8		 2.07 0.74
1.6		 27.6%
8.7%		 $11.99
2.6%		 7.7% 14.4% EPS: +53.4% | Sales: -1.3% 4.7 1.0 5.8 5.5 2.9
FAST
$40.77
Industrials		 38.2
Fwd: 33.5		 3.81 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 2.9 1.0 6.3 8.5 2.9
MANH
$175.49
Technology		 49.9
Fwd: 32.3		 5.62 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 1.0 9.2 6.1 2.9
MS
$163.42
Financial		 16.8
Fwd: 15.6		 1.27 3.92
1.6		 15.2%
13.8%		 $6.48
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 6.1 1.0 4.5 3.9 2.9
CTAS
$184.89
Industrials		 41.1
Fwd: 34.5		 3.91 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.0 1.0 8.2 7.6 2.9
NVMI
$314.02
Technology		 42.9
Fwd: 32.9		 2.63 0.19
2.6		 24.2%
29.1%		 $6.80
2.2%		 24.5% 35.3% EPS: +51.2% | Sales: +43.7% 4.0 1.0 8.7 6.2 2.9
CHD
$86.21
Consumer Defensive		 27.1
Fwd: 23.0		 5.32 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 1.0 6.2 7.2 2.9
ROL
$58.65
Consumer Cyclical		 55.1
Fwd: 46.5		 4.25 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 1.0 8.9 7.4 2.9
JKHY
$163.08
Technology		 24.8
Fwd: 23.4		 3.80 0.01
1.1		 23.4%
19.9%		 $8.20
5.0%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 3.8 1.0 7.2 7.0 2.8
PANW
$211.37
Technology		 132.1
Fwd: 49.0		 9.79 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 1.0 7.2 8.2 2.8
GATX
$152.94
Industrials		 17.9
Fwd: 15.7		 1.91 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 5.4 1.0 4.6 4.5 2.8
PWR
$442.90
Industrials		 65.7
Fwd: 35.6		 3.88 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.0 1.0 7.4 7.7 2.8
ENPH
$31.17
Technology		 21.6
Fwd: 14.8		 12.19 1.24
2.0		 20.3%
12.9%		 $1.66
5.3%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 1.0 6.3 6.7 2.8
EXR
$131.06
Real Estate		 29.3
Fwd: 26.9		 3.48 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 3.1 1.0 6.2 8.3 2.8
LOW
$231.35
Consumer Cyclical		 19.0
Fwd: 17.4		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 4.0 1.0 7.4 5.4 2.8
ONTO
$131.75
Technology		 32.6
Fwd: 23.5		 3.55 0.01
9.6		 10.5%
19.3%		 $4.87
3.7%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 1.0 8.2 6.3 2.8
TDY
$506.68
Technology		 29.4
Fwd: 21.4		 3.29 0.24
1.8		 8.1%
13.6%		 $22.12
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.1 1.0 5.7 7.0 2.8
TMO
$565.98
Healthcare		 32.7
Fwd: 23.0		 4.39 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 1.0 6.2 6.9 2.8
VEEV
$291.21
Healthcare		 59.7
Fwd: 34.4		 4.22 0.01
5.6		 13.7%
27.3%		 $8.10
2.8%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 1.0 8.4 7.7 2.8
DOCS
$62.58
Healthcare		 53.7
Fwd: 37.3		 5.24 0.01
6.4		 24.2%
39.9%		 $1.53
2.5%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 1.0 9.8 7.2 2.8
HD
$369.07
Consumer Cyclical		 25.1
Fwd: 22.7		 4.87 5.75
1.1		 193.9%
8.9%		 $14.29
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 1.0 6.5 5.8 2.8
MAR
$281.14
Consumer Cyclical		 29.7
Fwd: 24.9		 2.81 N/A
0.5		 N/A
10.1%		 $7.18
2.6%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 4.0 1.0 6.7 5.5 2.8
NOC
$571.96
Industrials		 20.5
Fwd: 19.8		 3.34 1.09
1.1		 26.1%
9.8%		 $12.85
2.2%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.1 1.0 6.1 6.0 2.8
PH
$834.15
Industrials		 30.8
Fwd: 26.1		 3.83 0.69
1.2		 27.4%
17.8%		 $26.41
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: -0.4% 3.5 1.0 7.8 6.5 2.8
DOCU
$69.73
Technology		 52.6
Fwd: 17.3		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 1.0 7.3 6.5 2.8
LRCX
$162.19
Technology		 35.7
Fwd: 29.1		 2.45 0.44
2.2		 62.3%
29.7%		 $4.42
2.7%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 4.7 1.0 8.4 4.9 2.8
QSR
$68.16
Consumer Cyclical		 24.3
Fwd: 17.0		 2.60 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 3.9 1.0 5.5 6.0 2.8
JPM
$313.42
Financial		 15.5
Fwd: 14.8		 1.94 3.06
1.1		 16.4%
20.4%		 $16.85
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 4.5 1.0 6.3 5.4 2.8
OKTA
$85.87
Technology		 101.2
Fwd: 23.7		 8.03 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 1.0 7.3 6.3 2.8
COP
$85.66
Energy		 11.5
Fwd: 13.5		 6.18 0.36
1.3		 15.9%
15.9%		 $5.54
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +2.5% 3.9 1.0 5.1 6.1 2.8
SPGI
$490.00
Financial		 35.6
Fwd: 24.8		 2.95 0.36
1.0		 12.6%
28.1%		 $18.03
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 2.7 1.0 6.7 8.3 2.8
ICE
$147.52
Financial		 26.9
Fwd: 19.6		 2.35 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 3.6 1.0 6.2 6.9 2.8
MSI
$389.10
Technology		 31.2
Fwd: 23.9		 3.73 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 3.9 1.0 7.0 6.3 2.8
VICI
$29.78
Real Estate		 11.3
Fwd: 10.5		 2.52 0.64
1.1		 10.4%
70.2%		 $2.30
7.7%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 3.5 1.0 6.5 7.1 2.8
HLT
$265.27
Consumer Cyclical		 38.4
Fwd: 29.2		 2.83 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 3.2 1.0 6.8 6.5 2.7
IDXX
$713.74
Healthcare		 56.6
Fwd: 49.7		 3.68 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 2.6 1.0 8.4 7.7 2.7
LMAT
$85.60
Healthcare		 41.6
Fwd: 34.4		 3.25 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.2 1.0 6.9 7.3 2.7
TYL
$465.01
Technology		 64.8
Fwd: 37.0		 4.47 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 1.0 6.2 7.5 2.7
PODD
$323.40
Healthcare		 98.4
Fwd: 54.3		 3.04 0.97
2.2		 19.2%
10.0%		 $5.62
1.7%		 22.9% 98.8% EPS: -40.5% | Sales: +26.0% 2.4 1.0 8.2 8.0 2.7
WST
$275.34
Healthcare		 40.8
Fwd: 35.3		 4.35 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 1.0 6.9 7.0 2.7
AVGO
$355.59
Technology		 90.8
Fwd: 38.2		 2.57 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 2.9 1.0 7.6 7.2 2.7
UPS
$93.60
Industrials		 14.5
Fwd: 13.1		 12.58 1.85
1.3		 33.7%
6.2%		 $5.19
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 1.0 5.5 5.8 2.7
PEP
$141.58
Consumer Defensive		 26.9
Fwd: 16.5		 7.72 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 1.0 6.2 6.4 2.7
COF
$216.88
Financial		 92.0
Fwd: 10.4		 4.20 0.45
2.1		 1.5%
1.7%		 $32.81
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 1.0 5.3 6.0 2.7
RSG
$204.23
Industrials		 30.4
Fwd: 27.9		 3.91 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 3.4 1.0 6.7 6.3 2.7
GGG
$81.24
Industrials		 27.8
Fwd: 25.6		 3.64 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 3.4 1.0 6.5 6.3 2.7
JNJ
$186.97
Healthcare		 18.0
Fwd: 16.2		 2.45 0.58
1.1		 33.6%
27.3%		 $8.13
4.3%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 4.3 1.0 5.5 5.7 2.7
O
$56.33
Real Estate		 52.6
Fwd: 36.6		 2.94 0.74
2.2		 2.5%
17.1%		 $3.99
7.1%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 2.7 1.0 6.5 7.9 2.7
ROST
$160.23
Consumer Cyclical		 25.4
Fwd: 23.3		 4.33 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 1.0 6.0 5.1 2.7
AMT
$178.09
Real Estate		 28.4
Fwd: 25.7		 1.90 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 5.3 1.0 5.5 3.6 2.7
MKC
$64.05
Consumer Defensive		 22.2
Fwd: 20.1		 4.07 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 1.0 4.5 6.5 2.7
KO
$69.06
Consumer Defensive		 22.9
Fwd: 21.5		 3.66 1.52
1.2		 45.1%
27.3%		 $1.29
1.9%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 3.9 1.0 4.9 6.3 2.6
RTX
$175.10
Industrials		 36.0
Fwd: 25.8		 3.61 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 3.5 1.0 5.2 6.3 2.6
MNST
$66.31
Consumer Defensive		 41.4
Fwd: 31.2		 3.29 0.00
3.5		 24.1%
20.5%		 $1.90
2.9%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 2.7 1.0 8.2 7.5 2.6
PSA
$273.96
Real Estate		 28.5
Fwd: 26.3		 22.96 1.08
1.7		 20.0%
35.4%		 $16.69
6.1%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 1.0 7.5 6.8 2.6
QCOM
$173.20
Technology		 35.4
Fwd: 13.8		 15.13 0.70
2.8		 23.3%
12.5%		 $11.88
6.9%		 13.5% 2.1% EPS: +34.2% | Sales: +13.7% 3.9 1.0 6.7 5.7 2.6
CMCSA
$27.31
Communication Services		 4.5
Fwd: 6.5		 2.96 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 4.0 1.0 5.2 5.7 2.6
MCD
$298.41
Consumer Cyclical		 25.4
Fwd: 22.6		 3.67 N/A
1.0		 N/A
32.0%		 $10.33
3.5%		 3.9% 7.7% EPS: +2.1% | Sales: +1.3% 3.6 1.0 5.6 5.5 2.6
SHW
$333.66
Basic Materials		 32.6
Fwd: 26.5		 4.19 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 1.0 7.2 6.5 2.6
TDG
$1271.60
Industrials		 42.2
Fwd: 31.6		 3.85 N/A
3.1		 N/A
20.4%		 $33.83
2.7%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.2 1.0 6.3 6.3 2.6
BMI
$186.74
Technology		 39.8
Fwd: 34.3		 3.59 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 3.9 1.0 8.8 4.7 2.6
BSX
$99.05
Healthcare		 53.0
Fwd: 28.5		 3.28 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 3.7 1.0 5.7 6.1 2.6
CELH
$45.06
Consumer Defensive		 124.2
Fwd: 30.2		 2.04 0.42
2.1		 7.9%
5.6%		 $0.82
1.8%		 78.3% 54.3% EPS: -64.7% | Sales: +11.8% 3.3 1.0 7.5 6.4 2.6
LIN
$415.32
Basic Materials		 27.8
Fwd: 23.2		 3.43 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 3.5 1.0 6.8 5.5 2.6
ORCL
$243.80
Technology		 56.4
Fwd: 30.5		 2.58 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 4.0 1.0 5.0 5.9 2.6
XYL
$150.34
Industrials		 38.7
Fwd: 27.1		 2.96 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 3.2 1.0 5.8 6.3 2.6
SQ
$70.93
Technology		 15.2
Fwd: 20.0		 1.58 0.28
2.0		 14.3%
12.4%		 $1.74
2.5%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 6.0 1.0 6.3 N/A 2.6
BLK
$1069.44
Financial		 27.8
Fwd: 19.7		 2.29 0.27
4.0		 12.6%
25.9%		 $24.64
2.3%		 7.0% 8.1% EPS: -3.8% | Sales: +15.8% 3.6 1.0 4.2 6.3 2.6
IEX
$166.82
Industrials		 26.4
Fwd: 19.9		 5.44 0.48
2.9		 12.2%
14.0%		 $7.80
4.7%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 1.0 5.2 5.0 2.6
MKTX
$165.75
Financial		 27.9
Fwd: 20.5		 3.45 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.0 1.0 6.5 6.6 2.6
VMC
$286.30
Basic Materials		 34.0
Fwd: 29.1		 2.38 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 2.9 1.0 5.2 6.9 2.6
CHKP
$196.52
Technology		 21.5
Fwd: 18.6		 2.60 0.00
1.2		 34.2%
37.6%		 $10.93
5.6%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 4.0 1.0 6.5 5.2 2.6
CSGP
$67.36
Real Estate		 1310.5
Fwd: 47.2		 37.36 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 1.0 6.5 8.4 2.6
MA
$553.28
Financial		 35.4
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 2.7 1.0 8.0 6.7 2.6
ABBV
$219.04
Healthcare		 165.3
Fwd: 15.1		 9.56 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 1.0 6.2 5.8 2.6
MLM
$608.33
Basic Materials		 32.0
Fwd: 28.0		 2.72 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 2.9 1.0 5.3 6.8 2.6
TRMB
$78.82
Technology		 53.6
Fwd: 23.0		 4.68 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -80.8% | Sales: -0.9% 3.9 1.0 5.6 5.6 2.6
WMT
$101.68
Consumer Defensive		 38.4
Fwd: 34.5		 4.06 0.72
0.8		 24.5%
3.1%		 $1.72
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 1.0 5.5 6.8 2.5
AME
$197.25
Industrials		 31.1
Fwd: 24.8		 3.95 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 3.5 1.1 6.3 4.9 2.5
KEYS
$185.05
Technology		 59.0
Fwd: 23.8		 4.96 0.49
3.6		 10.0%
10.4%		 $8.24
4.5%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 1.0 4.6 5.8 2.5
ILMN
$121.11
Healthcare		 27.1
Fwd: 24.3		 2.50 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 3.9 1.0 7.0 4.8 2.5
NDAQ
$86.19
Financial		 30.7
Fwd: 22.8		 2.16 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 3.6 1.0 5.8 5.4 2.5
WM
$199.62
Industrials		 31.5
Fwd: 24.0		 3.36 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 3.5 1.0 6.0 5.2 2.5
TJX
$143.77
Consumer Cyclical		 32.8
Fwd: 28.3		 3.46 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 3.4 1.0 6.0 4.9 2.5
TSLA
$445.91
Consumer Cyclical		 297.9
Fwd: 201.7		 33.63 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 1.8 1.0 6.8 7.5 2.5
XOM
$114.50
Energy		 16.6
Fwd: 15.4		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.9%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.1 1.0 5.7 3.8 2.5
DHR
$210.67
Healthcare		 43.4
Fwd: 25.1		 5.83 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 1.0 5.2 5.5 2.5
SOFI
$27.16
Financial		 49.1
Fwd: 44.9		 1.71 0.32
4.9		 8.6%
14.4%		 $1.30
4.8%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 3.4 1.0 7.3 5.1 2.5
ITW
$244.30
Industrials		 23.7
Fwd: 21.8		 32.48 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 1.0 6.5 4.1 2.5
VRSK
$212.87
Industrials		 32.5
Fwd: 27.7		 3.67 12.98
1.2		 270.5%
30.4%		 $8.01
3.8%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 3.1 1.0 7.9 5.0 2.5
EA
$200.38
Communication Services		 58.6
Fwd: 21.6		 4.24 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 1.0 5.7 5.0 2.5
HON
$195.91
Industrials		 20.6
Fwd: 19.2		 3.49 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 4.1 1.0 5.5 3.9 2.5
V
$336.96
Financial		 33.3
Fwd: 23.3		 2.69 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 2.4 1.0 9.0 6.1 2.5
MCO
$482.21
Financial		 38.8
Fwd: 29.6		 2.90 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 2.4 1.0 6.8 6.8 2.4
HIMS
$41.52
Healthcare		 76.8
Fwd: 55.9		 3.47 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 2.7 1.0 6.8 6.0 2.4
HEI
$317.56
Industrials		 69.6
Fwd: 59.8		 4.04 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 1.0 6.3 7.2 2.4
BRK-B
$493.15
Financial		 15.8
Fwd: 22.7		 16.26 0.22
5.9		 10.2%
18.1%		 $8.95
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 1.0 3.8 6.0 2.4
VRSN
$239.60
Technology		 27.9
Fwd: 24.4		 3.25 N/A
0.5		 N/A
49.9%		 $10.84
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 3.8 1.0 5.2 4.9 2.4
ON
$48.80
Technology		 63.7
Fwd: 16.8		 72.37 0.46
5.2		 3.9%
5.2%		 $3.40
7.0%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 1.0 6.0 4.0 2.4
SAP
$253.88
Technology		 38.0
Fwd: 30.4		 1.36 0.21
1.1		 16.3%
19.5%		 $6.32
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 6.7 1.0 5.7 0.5 2.4
ROK
$372.50
Industrials		 43.7
Fwd: 28.3		 3.68 1.12
1.1		 28.5%
12.0%		 $11.74
3.2%		 4.3% 7.3% EPS: -3.3% | Sales: -8.2% 3.2 1.0 6.2 4.7 2.4
DDOG
$190.82
Technology		 551.3
Fwd: 85.0		 37.30 0.40
3.4		 4.5%
4.1%		 $2.65
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.0% 2.0 1.0 6.5 6.5 2.4
EMR
$131.49
Industrials		 32.5
Fwd: 18.6		 3.75 0.65
0.9		 10.9%
12.7%		 $4.74
3.6%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 3.7 1.0 4.8 4.2 2.4
ISRG
$547.78
Healthcare		 72.5
Fwd: 56.6		 4.85 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 1.0 7.0 6.0 2.4
MDT
$90.06
Healthcare		 24.9
Fwd: 14.8		 4.21 0.60
2.0		 9.7%
13.6%		 $4.13
4.6%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 1.0 4.8 4.4 2.4
FIS
$64.68
Technology		 203.7
Fwd: 10.2		 20.96 0.94
0.5		 1.1%
1.7%		 $3.83
5.9%		 -0.4% 16.5% EPS: +102.2% | Sales: +4.3% 4.1 1.0 5.4 3.9 2.3
SHOP
$156.05
Technology		 114.3
Fwd: 85.2		 5.33 0.09
3.9		 15.7%
16.6%		 $1.46
0.9%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 1.0 7.8 5.9 2.3
ETN
$377.40
Industrials		 37.7
Fwd: 27.4		 2.97 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 3.2 1.0 6.4 4.3 2.3
HOLX
$74.15
Healthcare		 29.9
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 3.6 1.0 5.1 4.6 2.3
EW
$82.44
Healthcare		 35.1
Fwd: 28.7		 3.57 0.07
4.0		 13.6%
23.5%		 $1.37
1.7%		 4.6% -2.4% EPS: +65.3% | Sales: +0.2% 3.7 1.0 4.8 4.3 2.3
UNP
$217.99
Industrials		 18.5
Fwd: 17.1		 2.44 1.90
0.8		 41.6%
28.7%		 $10.14
4.7%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 4.3 1.0 5.5 2.5 2.3
CAT
$569.78
Industrials		 29.2
Fwd: 25.8		 4.58 2.01
1.4		 46.3%
14.3%		 $16.15
2.8%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 1.0 7.0 4.1 2.3
TXN
$161.38
Technology		 29.4
Fwd: 26.5		 2.39 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 4.5 1.0 4.9 3.3 2.3
CME
$271.42
Financial		 26.3
Fwd: 23.4		 4.12 0.13
1.0		 13.3%
58.1%		 $11.32
4.2%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 1.0 6.2 5.9 2.3
ROP
$444.48
Technology		 30.6
Fwd: 20.6		 3.58 0.47
0.6		 8.2%
20.3%		 $22.85
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.1 1.0 5.2 3.5 2.3
SYK
$353.81
Healthcare		 46.5
Fwd: 23.6		 4.18 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 1.0 5.5 3.8 2.2
ATEN
$17.79
Technology		 26.1
Fwd: 18.7		 3.83 1.11
3.6		 23.9%
17.8%		 $1.00
5.6%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 3.9 1.0 5.7 3.1 2.2
DLR
$168.35
Real Estate		 43.5
Fwd: 102.2		 4.82 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 1.0 5.3 5.8 2.2
SBAC
$194.75
Real Estate		 24.5
Fwd: 22.0		 2.67 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 3.4 1.0 5.7 3.4 2.1
ENB
$46.88
Energy		 23.1
Fwd: 20.4		 3.06 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 3.4 1.0 5.1 2.9 2.1
KMI
$26.12
Energy		 21.4
Fwd: 19.1		 2.46 1.06
0.6		 8.9%
16.6%		 $1.12
4.3%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 3.4 1.0 5.1 2.8 2.1
APD
$258.79
Basic Materials		 37.2
Fwd: 18.5		 4.18 1.18
1.3		 10.3%
13.0%		 N/A
N/A		 6.3% 16.8% EPS: -39.5% | Sales: -0.4% 3.2 1.0 5.1 3.2 2.1
HOOD
$127.08
Financial		 52.8
Fwd: 56.7		 2.42 2.25
1.2		 27.8%
52.0%		 N/A
N/A		 60.7% N/A EPS: +508.7% | Sales: +73.2% 2.3 1.0 7.9 4.2 2.1
WPM
$96.28
Basic Materials		 55.5
Fwd: 30.4		 1.72 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 4.3 1.0 6.9 0.5 2.1
AXON
$587.14
Industrials		 185.9
Fwd: 76.7		 10.63 0.69
3.1		 10.0%
10.1%		 $1.85
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 1.0 6.0 4.6 2.0
ECL
$253.06
Basic Materials		 36.4
Fwd: 29.8		 2.76 0.91
1.7		 21.7%
12.5%		 $5.48
2.2%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 2.7 1.0 5.2 3.1 2.0
UL
$60.91
Consumer Defensive		 25.0
Fwd: 16.8		 3.36 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 3.9 1.0 5.3 0.5 1.8
TRI
$138.97
Industrials		 35.7
Fwd: 31.2		 3.55 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.4% | Sales: +3.0% 3.1 1.0 5.7 0.5 1.7
AWI
$187.08
Industrials		 26.8
Fwd: 22.2		 1.84 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 6.1 8.3 6.3 N/A 7.2
AAPL
$269.77
Technology		 36.2
Fwd: 29.9		 3.61 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.0 9.5 7.6 N/A 7.2
ADBE
$327.35
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.92
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 7.5 3.5 9.3 N/A 5.2
QFIN
$22.58
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 9.6 1.0 7.5 N/A 5.1
DAL
$57.81
Industrials		 8.2
Fwd: 8.0		 0.82 1.11
0.4		 28.5%
7.4%		 $4.71
8.1%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.0 1.0 5.1 N/A 4.9
CHTR
$217.86
Communication Services		 6.0
Fwd: 5.1		 0.51 6.24
0.4		 34.8%
9.3%		 $16.97
7.8%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.4 1.0 4.9 N/A 4.7
BMRN
$51.84
Healthcare		 19.4
Fwd: 11.5		 0.59 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.4 1.0 6.7 N/A 4.7
MTB
$183.30
Financial		 11.3
Fwd: 9.8		 0.89 0.52
0.4		 9.6%
19.8%		 $23.77
13.0%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 8.7 1.0 6.2 N/A 4.7
PINS
$26.28
Communication Services		 9.1
Fwd: 13.1		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.3%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 9.2 1.0 7.5 N/A 4.7
LRN
$70.62
Consumer Defensive		 10.9
Fwd: 9.0		 0.85 0.38
6.8		 23.0%
12.8%		 $8.61
12.2%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 8.8 1.0 9.2 N/A 4.7
HALO
$68.39
Healthcare		 14.4
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.4 1.0 8.9 N/A 4.7
FITB
$42.54
Financial		 12.7
Fwd: 11.9		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.6 1.0 5.4 N/A 4.6
EXEL
$40.80
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.2 1.0 9.2 N/A 4.6
DASH
$196.46
Consumer Cyclical		 99.8
Fwd: 54.4		 0.61 0.34
2.0		 10.1%
6.8%		 $4.87
2.5%		 64.7% N/A EPS: +283.9% | Sales: +24.5% 7.9 1.0 7.0 N/A 4.5
SCHW
$94.20
Financial		 22.1
Fwd: 16.9		 0.84 0.56
1.2		 17.0%
28.6%		 $21.71
23.0%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.4 1.0 7.2 N/A 4.5
FSLR
$271.98
Technology		 20.9
Fwd: 12.1		 0.65 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.4 1.0 5.0 N/A 4.5
GILD
$123.40
Healthcare		 19.1
Fwd: 14.2		 0.73 1.16
1.5		 40.6%
27.9%		 $7.55
6.1%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 8.9 1.0 7.0 N/A 4.4
PYPL
$66.26
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.0 1.0 8.0 N/A 4.3
DECK
$79.81
Consumer Cyclical		 11.8
Fwd: 11.6		 1.68 0.14
3.1		 43.3%
19.4%		 $6.72
8.4%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.4 1.0 9.1 N/A 4.3
ACAD
$21.65
Healthcare		 13.9
Fwd: 30.2		 N/A 0.05
3.0		 35.0%
24.9%		 $1.11
5.1%		 23.1% N/A EPS: +627.8% | Sales: +12.7% 5.7 3.0 8.1 N/A 4.2
TSM
$289.24
Technology		 29.6
Fwd: 23.2		 0.98 0.19
2.7		 34.9%
43.7%		 $5.89
2.0%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 8.6 1.0 7.7 N/A 4.2
DUOL
$193.74
Technology		 24.6
Fwd: 43.1		 0.55 0.07
2.8		 36.2%
40.0%		 $7.16
3.7%		 60.3% N/A EPS: +68.5% | Sales: +39.9% 8.6 1.0 8.7 N/A 4.2
CARG
$33.13
Consumer Cyclical		 26.7
Fwd: 13.4		 1.37 0.45
3.0		 29.2%
14.1%		 $2.31
7.0%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 7.1 1.0 7.6 N/A 4.1
GS
$787.58
Financial		 16.0
Fwd: 14.2		 1.06 5.24
1.3		 13.6%
12.5%		 $190.70
24.2%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 7.5 1.0 6.9 N/A 4.1
BKNG
$4899.05
Consumer Cyclical		 31.8
Fwd: 18.4		 1.80 N/A
1.3		 N/A
19.4%		 $257.98
5.3%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 6.8 1.0 8.0 N/A 4.0
CPNG
$29.00
Consumer Cyclical		 137.2
Fwd: 55.2		 1.08 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 6.8 1.0 6.6 N/A 4.0
ABT
$124.95
Healthcare		 15.7
Fwd: 22.0		 1.51 0.25
1.7		 30.6%
31.7%		 $3.98
3.2%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 6.3 2.1 6.7 N/A 3.9
ODD
$39.96
Technology		 22.3
Fwd: 17.9		 1.20 0.07
6.3		 30.4%
14.7%		 $2.33
5.8%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 7.9 1.0 10.0 N/A 3.9
CPRX
$20.99
Healthcare		 12.2
Fwd: 12.4		 1.20 0.00
6.6		 27.5%
37.6%		 $1.92
9.1%		 36.9% 34.3% EPS: +197.0% | Sales: +25.6% 7.6 1.0 8.8 N/A 3.9
LULU
$163.55
Consumer Cyclical		 11.2
Fwd: 12.9		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 1.0 7.9 N/A 3.9
MLI
$106.47
Industrials		 15.9
Fwd: 13.8		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 1.0 8.3 N/A 3.7
ABNB
$120.53
Consumer Cyclical		 29.1
Fwd: 25.1		 2.73 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 3.9 3.5 9.1 N/A 3.7
DIS
$110.49
Communication Services		 17.3
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 7.0 1.0 5.2 N/A 3.7
SLB
$36.36
Energy		 14.1
Fwd: 12.3		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 1.0 5.2 N/A 3.6
ADP
$252.36
Technology		 24.9
Fwd: 21.1		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 3.9 3.2 8.1 N/A 3.5
CB
$283.05
Financial		 11.8
Fwd: 10.8		 1.42 0.31
0.4		 14.1%
16.5%		 $37.34
13.2%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 6.2 1.0 7.7 N/A 3.5
MS
$163.42
Financial		 16.8
Fwd: 15.6		 1.27 3.92
1.6		 15.2%
13.8%		 $6.48
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 6.1 1.0 4.1 N/A 3.4
SAP
$253.88
Technology		 38.0
Fwd: 30.4		 1.36 0.21
1.1		 16.3%
19.5%		 $6.32
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 6.7 1.0 6.2 N/A 3.4
MELI
$2128.33
Consumer Cyclical		 52.0
Fwd: 34.6		 1.66 2.08
1.2		 40.6%
7.9%		 $130.49
6.1%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 5.6 1.0 8.8 N/A 3.4
GOOGL
$284.75
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 6.2 1.0 7.6 N/A 3.3
ASML
$1029.20
Technology		 38.5
Fwd: 34.0		 1.71 0.14
1.3		 51.7%
29.4%		 $25.16
2.4%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 6.5 1.0 8.7 N/A 3.3
MPWR
$958.07
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 6.4 1.0 7.7 N/A 3.2
PAYC
$164.01
Technology		 20.4
Fwd: 16.4		 1.92 0.05
1.1		 28.6%
22.6%		 $6.78
4.1%		 20.6% 23.6% EPS: -10.6% | Sales: +9.7% 6.4 1.0 8.2 N/A 3.2
DXCM
$58.02
Healthcare		 32.3
Fwd: 23.2		 1.45 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 6.1 1.0 9.2 N/A 3.2
DT
$46.06
Technology		 27.6
Fwd: 25.1		 1.83 0.03
1.5		 20.6%
27.3%		 $1.58
3.4%		 25.5% N/A EPS: +214.5% | Sales: +18.5% 6.2 1.0 7.8 N/A 3.2
YOU
$32.02
Technology		 17.2
Fwd: 25.1		 N/A 0.95
0.9		 128.7%
21.2%		 $2.30
7.2%		 32.0% N/A EPS: +135.7% | Sales: +19.9% 6.2 1.0 9.6 N/A 3.2
GATX
$152.94
Industrials		 17.9
Fwd: 15.7		 1.91 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 5.4 1.0 4.5 N/A 3.1
NFLX
$1097.02
Communication Services		 45.8
Fwd: 33.9		 1.79 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 5.8 1.0 7.7 N/A 3.1
NVDA
$188.08
Technology		 53.5
Fwd: 28.1		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 6.1 1.0 8.5 N/A 3.1
SMCI
$40.33
Technology		 32.2
Fwd: 13.2		 1.66 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 6.1 1.0 5.2 N/A 3.1
LMT
$468.92
Industrials		 26.2
Fwd: 16.0		 2.20 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 5.3 1.0 6.5 N/A 3.1
AZO
$3673.66
Consumer Cyclical		 25.4
Fwd: 20.1		 2.09 N/A
0.9		 N/A
13.2%		 $107.64
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 5.1 1.0 7.7 N/A 3.1
AMT
$178.09
Real Estate		 28.4
Fwd: 25.7		 1.90 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 5.3 1.0 5.4 N/A 3.1
SQ
$70.93
Technology		 15.2
Fwd: 20.0		 1.58 0.28
2.0		 14.3%
12.4%		 $1.74
2.5%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 6.0 1.0 5.9 N/A 3.1
AMAT
$233.53
Technology		 27.8
Fwd: 24.5		 3.53 0.35
2.5		 35.6%
23.9%		 $7.31
3.1%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.0 2.4 8.0 N/A 3.0
APH
$138.11
Technology		 46.0
Fwd: 35.4		 1.38 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 5.9 1.0 7.4 N/A 3.0
PGR
$209.61
Financial		 11.5
Fwd: 12.8		 2.14 0.19
0.7		 34.2%
12.6%		 $29.07
13.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 5.3 1.0 9.7 N/A 3.0
EXLS
$38.75
Technology		 26.2
Fwd: 17.7		 1.73 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 5.8 1.0 8.8 N/A 3.0
APP
$621.36
Communication Services		 78.3
Fwd: 42.6		 1.26 2.38
3.2		 230.7%
49.3%		 $9.91
1.6%		 36.5% 84.3% EPS: +180.2% | Sales: +28.7% 5.4 1.0 10.0 N/A 3.0
GD
$340.30
Industrials		 22.1
Fwd: 19.8		 1.95 0.40
1.4		 17.8%
8.2%		 $17.82
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 5.0 1.0 6.1 N/A 3.0
SE
$153.56
Consumer Cyclical		 77.9
Fwd: 31.2		 1.59 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 4.7 1.0 5.5 N/A 2.9
CTSH
$72.83
Technology		 16.9
Fwd: 13.0		 1.94 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 5.5 1.0 6.0 N/A 2.9
AMZN
$243.04
Consumer Cyclical		 34.3
Fwd: 31.0		 1.71 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 4.6 1.0 7.1 N/A 2.8
APPF
$250.27
Technology		 44.9
Fwd: 39.2		 1.96 0.08
2.9		 44.7%
22.5%		 $5.89
2.4%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 5.4 1.0 9.4 N/A 2.8
CMI
$462.80
Industrials		 21.8
Fwd: 18.8		 2.07 0.74
1.6		 27.6%
8.7%		 $11.99
2.6%		 7.7% 14.4% EPS: +53.4% | Sales: -1.3% 4.7 1.0 5.9 N/A 2.8
GDDY
$132.95
Technology		 22.9
Fwd: 18.6		 2.12 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 5.3 1.0 8.2 N/A 2.8
MSFT
$497.10
Technology		 35.4
Fwd: 26.5		 2.01 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 5.2 1.0 7.5 N/A 2.7
BABA
$167.61
Consumer Cyclical		 19.6
Fwd: 17.5		 2.24 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 4.4 1.0 5.5 N/A 2.7
WPM
$96.28
Basic Materials		 55.5
Fwd: 30.4		 1.72 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 4.3 1.0 6.8 N/A 2.7
AXP
$365.73
Financial		 24.6
Fwd: 21.0		 1.97 1.83
7.2		 33.7%
13.2%		 $27.50
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 4.5 1.0 6.9 N/A 2.7
JPM
$313.42
Financial		 15.5
Fwd: 14.8		 1.94 3.06
1.1		 16.4%
20.4%		 $16.85
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 4.5 1.0 5.6 N/A 2.7
ETSY
$56.80
Consumer Cyclical		 39.7
Fwd: 22.4		 4.92 N/A
3.2		 N/A
6.4%		 $6.44
11.3%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 1.0 7.2 N/A 2.7
NKE
$61.89
Consumer Cyclical		 31.7
Fwd: 24.8		 2.67 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 4.2 1.0 6.1 N/A 2.7
UNP
$217.99
Industrials		 18.5
Fwd: 17.1		 2.44 1.90
0.8		 41.6%
28.7%		 $10.14
4.7%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 4.3 1.0 5.8 N/A 2.6
XOM
$114.50
Energy		 16.6
Fwd: 15.4		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.9%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.1 1.0 5.8 N/A 2.6
CPRT
$39.98
Industrials		 25.2
Fwd: 21.2		 2.38 0.01
8.2		 18.6%
33.4%		 $1.27
3.2%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 4.3 1.0 7.5 N/A 2.6
USLM
$114.29
Basic Materials		 25.1
Fwd: 23.6		 2.21 0.01
19.0		 24.3%
35.8%		 $3.64
3.2%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 4.2 1.0 7.9 N/A 2.6
MAR
$281.14
Consumer Cyclical		 29.7
Fwd: 24.9		 2.81 N/A
0.5		 N/A
10.1%		 $7.18
2.6%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 4.0 1.0 7.1 N/A 2.5
SBUX
$82.22
Consumer Cyclical		 50.5
Fwd: 27.1		 2.66 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.0 1.0 7.2 N/A 2.5
LOW
$231.35
Consumer Cyclical		 19.0
Fwd: 17.4		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 4.0 1.0 8.1 N/A 2.5
LRCX
$162.19
Technology		 35.7
Fwd: 29.1		 2.45 0.44
2.2		 62.3%
29.7%		 $4.42
2.7%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 4.7 1.0 8.6 N/A 2.5
RMD
$249.65
Healthcare		 25.6
Fwd: 20.6		 2.25 0.14
2.9		 25.4%
27.4%		 $12.11
4.9%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 4.5 1.0 9.1 N/A 2.5
ULTA
$509.85
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.0 1.0 8.0 N/A 2.5
COP
$85.66
Energy		 11.5
Fwd: 13.5		 6.18 0.36
1.3		 15.9%
15.9%		 $5.54
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +2.5% 3.9 1.0 5.3 N/A 2.5
HON
$195.91
Industrials		 20.6
Fwd: 19.2		 3.49 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 4.1 1.0 6.1 N/A 2.5
NOC
$571.96
Industrials		 20.5
Fwd: 19.8		 3.34 1.09
1.1		 26.1%
9.8%		 $12.85
2.2%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.1 1.0 5.7 N/A 2.5
POOL
$248.37
Industrials		 22.7
Fwd: 21.4		 4.75 1.01
2.6		 29.2%
7.8%		 $10.60
4.3%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 1.0 7.5 N/A 2.5
ADSK
$294.86
Technology		 61.1
Fwd: 26.1		 3.86 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 3.7 1.6 8.8 N/A 2.5
BRO
$76.42
Financial		 22.9
Fwd: 16.2		 2.18 0.65
1.2		 10.5%
18.0%		 $3.80
5.0%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 4.1 1.0 6.6 N/A 2.5
CMG
$30.56
Consumer Cyclical		 26.9
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 3.9 1.0 8.6 N/A 2.5
DPZ
$401.46
Consumer Cyclical		 23.5
Fwd: 20.5		 2.75 N/A
1.6		 N/A
12.2%		 $18.69
4.7%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 3.9 1.0 8.1 N/A 2.5
HD
$369.07
Consumer Cyclical		 25.1
Fwd: 22.7		 4.87 5.75
1.1		 193.9%
8.9%		 $14.29
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 1.0 7.2 N/A 2.5
QSR
$68.16
Consumer Cyclical		 24.3
Fwd: 17.0		 2.60 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 3.9 1.0 5.4 N/A 2.5
ROST
$160.23
Consumer Cyclical		 25.4
Fwd: 23.3		 4.33 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 1.0 6.5 N/A 2.5
GWW
$952.66
Industrials		 26.6
Fwd: 21.8		 3.65 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.0 1.0 8.1 N/A 2.5
IEX
$166.82
Industrials		 26.4
Fwd: 19.9		 5.44 0.48
2.9		 12.2%
14.0%		 $7.80
4.7%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 1.0 5.2 N/A 2.5
LHX
$285.02
Industrials		 30.6
Fwd: 22.9		 10.85 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 1.0 5.5 N/A 2.5
JNJ
$186.97
Healthcare		 18.0
Fwd: 16.2		 2.45 0.58
1.1		 33.6%
27.3%		 $8.13
4.3%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 4.3 1.0 6.3 N/A 2.5
UPS
$93.60
Industrials		 14.5
Fwd: 13.1		 12.58 1.85
1.3		 33.7%
6.2%		 $5.19
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 1.0 5.8 N/A 2.5
ZTS
$119.56
Healthcare		 20.1
Fwd: 17.5		 2.48 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 4.3 1.0 7.2 N/A 2.5
TXN
$161.38
Technology		 29.4
Fwd: 26.5		 2.39 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 4.5 1.0 5.3 N/A 2.5
CINF
$161.38
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.89
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 4.0 1.0 6.4 N/A 2.4
COF
$216.88
Financial		 92.0
Fwd: 10.4		 4.20 0.45
2.1		 1.5%
1.7%		 $32.81
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 1.0 5.4 N/A 2.4
CHD
$86.21
Consumer Defensive		 27.1
Fwd: 23.0		 5.32 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 1.0 6.5 N/A 2.4
ELF
$76.54
Consumer Defensive		 54.3
Fwd: 21.9		 6.14 0.80
2.7		 8.8%
5.9%		 $2.50
3.3%		 36.0% 40.4% EPS: -21.4% | Sales: +13.8% 4.0 1.0 7.2 N/A 2.4
ITW
$244.30
Industrials		 23.7
Fwd: 21.8		 32.48 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 1.0 7.3 N/A 2.4
META
$618.94
Communication Services		 27.4
Fwd: 20.8		 2.27 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 4.2 1.0 7.8 N/A 2.4
WRB
$74.58
Financial		 15.7
Fwd: 16.0		 2.41 0.32
0.4		 20.9%
13.0%		 $8.64
11.6%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 3.9 1.0 8.4 N/A 2.4
NSSC
$42.81
Industrials		 34.9
Fwd: 27.9		 2.09 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 3.8 1.0 8.8 N/A 2.4
KO
$69.06
Consumer Defensive		 22.9
Fwd: 21.5		 3.66 1.52
1.2		 45.1%
27.3%		 $1.29
1.9%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 3.9 1.0 5.3 N/A 2.4
MKC
$64.05
Consumer Defensive		 22.2
Fwd: 20.1		 4.07 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 1.0 4.4 N/A 2.4
PEP
$141.58
Consumer Defensive		 26.9
Fwd: 16.5		 7.72 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 1.0 6.3 N/A 2.4
UL
$60.91
Consumer Defensive		 25.0
Fwd: 16.8		 3.36 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 3.9 1.0 5.9 N/A 2.4
CMCSA
$27.31
Communication Services		 4.5
Fwd: 6.5		 2.96 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 4.0 1.0 5.6 N/A 2.3
EMR
$131.49
Industrials		 32.5
Fwd: 18.6		 3.75 0.65
0.9		 10.9%
12.7%		 $4.74
3.6%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 3.7 1.0 4.9 N/A 2.3
IR
$77.68
Industrials		 57.6
Fwd: 21.7		 9.69 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 1.0 7.1 N/A 2.3
MCD
$298.41
Consumer Cyclical		 25.4
Fwd: 22.6		 3.67 N/A
1.0		 N/A
32.0%		 $10.33
3.5%		 3.9% 7.7% EPS: +2.1% | Sales: +1.3% 3.6 1.0 6.1 N/A 2.3
TMO
$565.98
Healthcare		 32.7
Fwd: 23.0		 4.39 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 1.0 5.8 N/A 2.3
BR
$217.49
Technology		 27.8
Fwd: 21.3		 2.89 1.32
0.9		 38.2%
13.1%		 $11.03
5.1%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 4.1 1.0 7.3 N/A 2.3
ENPH
$31.17
Technology		 21.6
Fwd: 14.8		 12.19 1.24
2.0		 20.3%
12.9%		 $1.66
5.3%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 1.0 6.8 N/A 2.3
EPAM
$168.00
Technology		 24.0
Fwd: 13.6		 2.91 0.04
3.2		 11.4%
7.9%		 $7.36
4.4%		 15.6% 11.6% EPS: -0.3% | Sales: +9.7% 4.1 1.0 6.7 N/A 2.3
FIS
$64.68
Technology		 203.7
Fwd: 10.2		 20.96 0.94
0.5		 1.1%
1.7%		 $3.83
5.9%		 -0.4% 16.5% EPS: +102.2% | Sales: +4.3% 4.1 1.0 5.3 N/A 2.3
ON
$48.80
Technology		 63.7
Fwd: 16.8		 72.37 0.46
5.2		 3.9%
5.2%		 $3.40
7.0%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 1.0 5.9 N/A 2.3
PAYX
$112.82
Technology		 25.3
Fwd: 19.1		 3.27 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 4.1 1.0 6.8 N/A 2.3
PTC
$173.93
Technology		 28.3
Fwd: 20.4		 6.04 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +72.6% | Sales: +19.2% 4.1 1.0 7.8 N/A 2.3
ROP
$444.48
Technology		 30.6
Fwd: 20.6		 3.58 0.47
0.6		 8.2%
20.3%		 $22.85
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.1 1.0 5.2 N/A 2.3
TDY
$506.68
Technology		 29.4
Fwd: 21.4		 3.29 0.24
1.8		 8.1%
13.6%		 $22.12
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.1 1.0 5.8 N/A 2.3
TT
$435.60
Industrials		 33.5
Fwd: 29.4		 2.35 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 3.7 1.0 7.3 N/A 2.3
ZM
$82.22
Technology		 21.7
Fwd: 13.9		 5.19 0.01
4.4		 13.6%
25.0%		 $6.16
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 1.0 8.6 N/A 2.3
LIN
$415.32
Basic Materials		 27.8
Fwd: 23.2		 3.43 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 3.5 1.0 6.6 N/A 2.3
FTNT
$80.54
Technology		 33.2
Fwd: 27.8		 3.11 1.35
1.0		 228.0%
28.6%		 $2.65
3.3%		 22.5% 42.9% EPS: +48.1% | Sales: +14.8% 4.0 1.0 9.2 N/A 2.3
ILMN
$121.11
Healthcare		 27.1
Fwd: 24.3		 2.50 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 3.9 1.0 7.2 N/A 2.3
KLAC
$1206.40
Technology		 37.9
Fwd: 28.9		 3.43 1.22
2.6		 99.2%
33.8%		 $29.47
2.4%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.0 1.0 8.8 N/A 2.3
MANH
$175.49
Technology		 49.9
Fwd: 32.3		 5.62 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 1.0 9.4 N/A 2.3
MDT
$90.06
Healthcare		 24.9
Fwd: 14.8		 4.21 0.60
2.0		 9.7%
13.6%		 $4.13
4.6%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 1.0 4.9 N/A 2.3
NVMI
$314.02
Technology		 42.9
Fwd: 32.9		 2.63 0.19
2.6		 24.2%
29.1%		 $6.80
2.2%		 24.5% 35.3% EPS: +51.2% | Sales: +43.7% 4.0 1.0 8.5 N/A 2.3
ORCL
$243.80
Technology		 56.4
Fwd: 30.5		 2.58 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 4.0 1.0 5.2 N/A 2.3
CHKP
$196.52
Technology		 21.5
Fwd: 18.6		 2.60 0.00
1.2		 34.2%
37.6%		 $10.93
5.6%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 4.0 1.0 7.5 N/A 2.2
ENB
$46.88
Energy		 23.1
Fwd: 20.4		 3.06 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 3.4 1.0 5.1 N/A 2.2
KMI
$26.12
Energy		 21.4
Fwd: 19.1		 2.46 1.06
0.6		 8.9%
16.6%		 $1.12
4.3%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 3.4 1.0 5.1 N/A 2.2
NDAQ
$86.19
Financial		 30.7
Fwd: 22.8		 2.16 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 3.6 1.0 6.0 N/A 2.2
BLK
$1069.44
Financial		 27.8
Fwd: 19.7		 2.29 0.27
4.0		 12.6%
25.9%		 $24.64
2.3%		 7.0% 8.1% EPS: -3.8% | Sales: +15.8% 3.6 1.0 4.0 N/A 2.2
ICE
$147.52
Financial		 26.9
Fwd: 19.6		 2.35 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 3.6 1.0 6.2 N/A 2.2
AME
$197.25
Industrials		 31.1
Fwd: 24.8		 3.95 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 3.5 1.0 6.7 N/A 2.2
PH
$834.15
Industrials		 30.8
Fwd: 26.1		 3.83 0.69
1.2		 27.4%
17.8%		 $26.41
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: -0.4% 3.5 1.0 7.7 N/A 2.2
RTX
$175.10
Industrials		 36.0
Fwd: 25.8		 3.61 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 3.5 1.0 4.9 N/A 2.2
TJX
$143.77
Consumer Cyclical		 32.8
Fwd: 28.3		 3.46 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 3.4 1.0 6.5 N/A 2.2
WM
$199.62
Industrials		 31.5
Fwd: 24.0		 3.36 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 3.5 1.0 5.5 N/A 2.2
ATEN
$17.79
Technology		 26.1
Fwd: 18.7		 3.83 1.11
3.6		 23.9%
17.8%		 $1.00
5.6%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 3.9 1.0 5.8 N/A 2.2
BMI
$186.74
Technology		 39.8
Fwd: 34.3		 3.59 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 3.9 1.0 8.7 N/A 2.2
CRM
$239.27
Technology		 34.8
Fwd: 18.8		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 3.9 1.0 7.0 N/A 2.2
DOCU
$69.73
Technology		 52.6
Fwd: 17.3		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 1.0 7.7 N/A 2.2
INTU
$653.64
Technology		 47.7
Fwd: 24.9		 3.39 0.34
1.4		 20.3%
20.6%		 $21.82
3.3%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 3.9 1.0 8.0 N/A 2.2
KEYS
$185.05
Technology		 59.0
Fwd: 23.8		 4.96 0.49
3.6		 10.0%
10.4%		 $8.24
4.5%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 1.0 4.7 N/A 2.2
MSI
$389.10
Technology		 31.2
Fwd: 23.9		 3.73 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 3.9 1.0 7.3 N/A 2.2
OKTA
$85.87
Technology		 101.2
Fwd: 23.7		 8.03 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 1.0 7.0 N/A 2.2
ONTO
$131.75
Technology		 32.6
Fwd: 23.5		 3.55 0.01
9.6		 10.5%
19.3%		 $4.87
3.7%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 1.0 8.2 N/A 2.2
PCTY
$138.42
Technology		 34.6
Fwd: 17.0		 3.43 0.12
1.0		 20.4%
13.8%		 $7.33
5.3%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 3.9 1.0 9.0 N/A 2.2
QLYS
$147.02
Technology		 28.5
Fwd: 19.9		 3.36 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 3.9 1.0 9.4 N/A 2.2
QCOM
$173.20
Technology		 35.4
Fwd: 13.8		 15.13 0.70
2.8		 23.3%
12.5%		 $11.88
6.9%		 13.5% 2.1% EPS: +34.2% | Sales: +13.7% 3.9 1.0 7.4 N/A 2.2
REGN
$646.87
Healthcare		 15.5
Fwd: 15.1		 4.62 0.09
4.1		 15.2%
32.1%		 $40.18
6.2%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 1.0 7.7 N/A 2.2
SNPS
$396.14
Technology		 31.0
Fwd: 28.2		 3.31 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 3.9 1.0 4.8 N/A 2.2
TRMB
$78.82
Technology		 53.6
Fwd: 23.0		 4.68 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -80.8% | Sales: -0.9% 3.9 1.0 5.5 N/A 2.2
VICI
$29.78
Real Estate		 11.3
Fwd: 10.5		 2.52 0.64
1.1		 10.4%
70.2%		 $2.30
7.7%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 3.5 1.0 5.8 N/A 2.2
WDAY
$224.50
Technology		 103.8
Fwd: 21.2		 4.85 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 1.0 6.2 N/A 2.2
BSX
$99.05
Healthcare		 53.0
Fwd: 28.5		 3.28 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 3.7 1.0 5.6 N/A 2.2
DHR
$210.67
Healthcare		 43.4
Fwd: 25.1		 5.83 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 1.0 5.2 N/A 2.2
EW
$82.44
Healthcare		 35.1
Fwd: 28.7		 3.57 0.07
4.0		 13.6%
23.5%		 $1.37
1.7%		 4.6% -2.4% EPS: +65.3% | Sales: +0.2% 3.7 1.0 5.1 N/A 2.2
SYK
$353.81
Healthcare		 46.5
Fwd: 23.6		 4.18 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 1.0 5.4 N/A 2.2
GGG
$81.24
Industrials		 27.8
Fwd: 25.6		 3.64 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 3.4 1.0 7.0 N/A 2.2
RSG
$204.23
Industrials		 30.4
Fwd: 27.9		 3.91 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 3.4 1.0 6.2 N/A 2.2
SBAC
$194.75
Real Estate		 24.5
Fwd: 22.0		 2.67 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 3.4 1.0 5.0 N/A 2.2
ANET
$134.02
Technology		 51.0
Fwd: 40.0		 2.43 0.00
3.2		 31.7%
39.7%		 $3.22
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 3.8 1.0 9.8 N/A 2.2
EA
$200.38
Communication Services		 58.6
Fwd: 21.6		 4.24 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 1.0 6.0 N/A 2.2
JKHY
$163.08
Technology		 24.8
Fwd: 23.4		 3.80 0.01
1.1		 23.4%
19.9%		 $8.20
5.0%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 3.8 1.0 7.7 N/A 2.2
SOFI
$27.16
Financial		 49.1
Fwd: 44.9		 1.71 0.32
4.9		 8.6%
14.4%		 $1.30
4.8%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 3.4 1.0 7.0 N/A 2.2
VRSN
$239.60
Technology		 27.9
Fwd: 24.4		 3.25 N/A
0.5		 N/A
49.9%		 $10.84
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 3.8 1.0 5.3 N/A 2.2
APD
$258.79
Basic Materials		 37.2
Fwd: 18.5		 4.18 1.18
1.3		 10.3%
13.0%		 N/A
N/A		 6.3% 16.8% EPS: -39.5% | Sales: -0.4% 3.2 1.0 4.9 N/A 2.1
FICO
$1674.80
Technology		 63.1
Fwd: 33.6		 2.58 N/A
0.8		 N/A
32.8%		 $32.07
1.9%		 9.0% 27.4% EPS: +34.3% | Sales: +15.9% 3.7 1.0 8.6 N/A 2.1
HLT
$265.27
Consumer Cyclical		 38.4
Fwd: 29.2		 2.83 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 3.2 1.0 7.5 N/A 2.1
ABBV
$219.04
Healthcare		 165.3
Fwd: 15.1		 9.56 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 1.0 6.2 N/A 2.1
HOLX
$74.15
Healthcare		 29.9
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 3.6 1.0 5.1 N/A 2.1
CELH
$45.06
Consumer Defensive		 124.2
Fwd: 30.2		 2.04 0.42
2.1		 7.9%
5.6%		 $0.82
1.8%		 78.3% 54.3% EPS: -64.7% | Sales: +11.8% 3.3 1.0 7.1 N/A 2.1
ETN
$377.40
Industrials		 37.7
Fwd: 27.4		 2.97 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 3.2 1.0 6.3 N/A 2.1
ROK
$372.50
Industrials		 43.7
Fwd: 28.3		 3.68 1.12
1.1		 28.5%
12.0%		 $11.74
3.2%		 4.3% 7.3% EPS: -3.3% | Sales: -8.2% 3.2 1.0 6.8 N/A 2.1
TDG
$1271.60
Industrials		 42.2
Fwd: 31.6		 3.85 N/A
3.1		 N/A
20.4%		 $33.83
2.7%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.2 1.0 6.1 N/A 2.1
XYL
$150.34
Industrials		 38.7
Fwd: 27.1		 2.96 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 3.2 1.0 5.6 N/A 2.1
ORLY
$95.00
Consumer Cyclical		 32.9
Fwd: 28.6		 3.14 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 3.1 1.0 7.1 N/A 2.1
MEDP
$592.19
Healthcare		 41.4
Fwd: 35.8		 3.11 0.49
0.6		 73.7%
18.4%		 $24.02
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 3.4 1.0 10.0 N/A 2.0
WST
$275.34
Healthcare		 40.8
Fwd: 35.3		 4.35 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 1.0 6.7 N/A 2.0
SHW
$333.66
Basic Materials		 32.6
Fwd: 26.5		 4.19 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 1.0 7.3 N/A 2.0
EXR
$131.06
Real Estate		 29.3
Fwd: 26.9		 3.48 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 3.1 1.0 6.2 N/A 2.0
PSA
$273.96
Real Estate		 28.5
Fwd: 26.3		 22.96 1.08
1.7		 20.0%
35.4%		 $16.69
6.1%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 1.0 7.1 N/A 2.0
CAT
$569.78
Industrials		 29.2
Fwd: 25.8		 4.58 2.01
1.4		 46.3%
14.3%		 $16.15
2.8%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 1.0 6.8 N/A 2.0
TRI
$138.97
Industrials		 35.7
Fwd: 31.2		 3.55 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.4% | Sales: +3.0% 3.1 1.0 6.1 N/A 2.0
VRSK
$212.87
Industrials		 32.5
Fwd: 27.7		 3.67 12.98
1.2		 270.5%
30.4%		 $8.01
3.8%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 3.1 1.0 8.0 N/A 2.0
BRK-B
$493.15
Financial		 15.8
Fwd: 22.7		 16.26 0.22
5.9		 10.2%
18.1%		 $8.95
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 1.0 3.7 N/A 2.0
CTAS
$184.89
Industrials		 41.1
Fwd: 34.5		 3.91 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.0 1.0 8.4 N/A 2.0
PWR
$442.90
Industrials		 65.7
Fwd: 35.6		 3.88 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.0 1.0 7.0 N/A 2.0
WMT
$101.68
Consumer Defensive		 38.4
Fwd: 34.5		 4.06 0.72
0.8		 24.5%
3.1%		 $1.72
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 1.0 5.5 N/A 2.0
LMAT
$85.60
Healthcare		 41.6
Fwd: 34.4		 3.25 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.2 1.0 6.5 N/A 2.0
MLM
$608.33
Basic Materials		 32.0
Fwd: 28.0		 2.72 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 2.9 1.0 5.0 N/A 2.0
MKTX
$165.75
Financial		 27.9
Fwd: 20.5		 3.45 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.0 1.0 7.0 N/A 2.0
VMC
$286.30
Basic Materials		 34.0
Fwd: 29.1		 2.38 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 2.9 1.0 5.1 N/A 2.0
AMD
$237.70
Technology		 117.5
Fwd: 37.4		 2.79 0.06
2.3		 5.3%
10.3%		 $3.36
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 3.2 1.0 7.2 N/A 1.9
CDNS
$324.45
Technology		 83.7
Fwd: 40.2		 5.21 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 1.0 7.3 N/A 1.9
FAST
$40.77
Industrials		 38.2
Fwd: 33.5		 3.81 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 2.9 1.0 7.0 N/A 1.9
NOW
$858.77
Technology		 103.8
Fwd: 42.1		 5.02 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 1.0 8.4 N/A 1.9
TYL
$465.01
Technology		 64.8
Fwd: 37.0		 4.47 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 1.0 6.2 N/A 1.9
COST
$923.58
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 1.0 8.7 N/A 1.9
ECL
$253.06
Basic Materials		 36.4
Fwd: 29.8		 2.76 0.91
1.7		 21.7%
12.5%		 $5.48
2.2%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 2.7 1.0 5.3 N/A 1.9
ROL
$58.65
Consumer Cyclical		 55.1
Fwd: 46.5		 4.25 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 1.0 9.1 N/A 1.9
DOCS
$62.58
Healthcare		 53.7
Fwd: 37.3		 5.24 0.01
6.4		 24.2%
39.9%		 $1.53
2.5%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 1.0 9.6 N/A 1.8
O
$56.33
Real Estate		 52.6
Fwd: 36.6		 2.94 0.74
2.2		 2.5%
17.1%		 $3.99
7.1%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 2.7 1.0 6.5 N/A 1.8
VEEV
$291.21
Healthcare		 59.7
Fwd: 34.4		 4.22 0.01
5.6		 13.7%
27.3%		 $8.10
2.8%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 1.0 8.4 N/A 1.8
MA
$553.28
Financial		 35.4
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 2.7 1.0 8.4 N/A 1.8
SPGI
$490.00
Financial		 35.6
Fwd: 24.8		 2.95 0.36
1.0		 12.6%
28.1%		 $18.03
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 2.7 1.0 6.5 N/A 1.8
MNST
$66.31
Consumer Defensive		 41.4
Fwd: 31.2		 3.29 0.00
3.5		 24.1%
20.5%		 $1.90
2.9%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 2.7 1.0 8.5 N/A 1.8
AVGO
$355.59
Technology		 90.8
Fwd: 38.2		 2.57 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 2.9 1.0 7.7 N/A 1.8
PANW
$211.37
Technology		 132.1
Fwd: 49.0		 9.79 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 1.0 7.5 N/A 1.8
HIMS
$41.52
Healthcare		 76.8
Fwd: 55.9		 3.47 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 2.7 1.0 6.0 N/A 1.8
IDXX
$713.74
Healthcare		 56.6
Fwd: 49.7		 3.68 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 2.6 1.0 8.6 N/A 1.7
V
$336.96
Financial		 33.3
Fwd: 23.3		 2.69 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 2.4 1.0 9.1 N/A 1.7
MCO
$482.21
Financial		 38.8
Fwd: 29.6		 2.90 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 2.4 1.0 7.5 N/A 1.6
CME
$271.42
Financial		 26.3
Fwd: 23.4		 4.12 0.13
1.0		 13.3%
58.1%		 $11.32
4.2%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 1.0 6.3 N/A 1.6
ISRG
$547.78
Healthcare		 72.5
Fwd: 56.6		 4.85 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 1.0 7.0 N/A 1.6
PODD
$323.40
Healthcare		 98.4
Fwd: 54.3		 3.04 0.97
2.2		 19.2%
10.0%		 $5.62
1.7%		 22.9% 98.8% EPS: -40.5% | Sales: +26.0% 2.4 1.0 7.5 N/A 1.6
HOOD
$127.08
Financial		 52.8
Fwd: 56.7		 2.42 2.25
1.2		 27.8%
52.0%		 N/A
N/A		 60.7% N/A EPS: +508.7% | Sales: +73.2% 2.3 1.0 8.1 N/A 1.6
DLR
$168.35
Real Estate		 43.5
Fwd: 102.2		 4.82 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 1.0 5.0 N/A 1.6
CSGP
$67.36
Real Estate		 1310.5
Fwd: 47.2		 37.36 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 1.0 6.5 N/A 1.5
HEI
$317.56
Industrials		 69.6
Fwd: 59.8		 4.04 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 1.0 6.2 N/A 1.4
DDOG
$190.82
Technology		 551.3
Fwd: 85.0		 37.30 0.40
3.4		 4.5%
4.1%		 $2.65
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.0% 2.0 1.0 6.5 N/A 1.4
SHOP
$156.05
Technology		 114.3
Fwd: 85.2		 5.33 0.09
3.9		 15.7%
16.6%		 $1.46
0.9%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 1.0 7.7 N/A 1.4
TSLA
$445.91
Consumer Cyclical		 297.9
Fwd: 201.7		 33.63 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 1.8 1.0 6.6 N/A 1.4
AXON
$587.14
Industrials		 185.9
Fwd: 76.7		 10.63 0.69
3.1		 10.0%
10.1%		 $1.85
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 1.0 5.2 N/A 1.4
AAPL
$269.77
Technology		 36.2
Fwd: 29.9		 3.61 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.0 9.3 9.1 5.3 8.3
AWI
$187.08
Industrials		 26.8
Fwd: 22.2		 1.84 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 6.1 8.5 6.9 6.0 7.7
ADBE
$327.35
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.92
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 7.5 3.4 9.9 9.2 5.5
ABNB
$120.53
Consumer Cyclical		 29.1
Fwd: 25.1		 2.73 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 3.9 3.5 8.9 5.1 4.5
ADP
$252.36
Technology		 24.9
Fwd: 21.1		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 3.9 2.9 8.9 7.3 4.5
ACAD
$21.65
Healthcare		 13.9
Fwd: 30.2		 N/A 0.05
3.0		 35.0%
24.9%		 $1.11
5.1%		 23.1% N/A EPS: +627.8% | Sales: +12.7% 5.7 3.2 8.3 5.7 4.4
DECK
$79.81
Consumer Cyclical		 11.8
Fwd: 11.6		 1.68 0.14
3.1		 43.3%
19.4%		 $6.72
8.4%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.4 1.0 9.6 9.5 4.1
AMAT
$233.53
Technology		 27.8
Fwd: 24.5		 3.53 0.35
2.5		 35.6%
23.9%		 $7.31
3.1%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.0 2.4 9.1 6.9 4.1
ABT
$124.95
Healthcare		 15.7
Fwd: 22.0		 1.51 0.25
1.7		 30.6%
31.7%		 $3.98
3.2%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 6.3 2.4 8.3 6.0 4.0
PAYC
$164.01
Technology		 20.4
Fwd: 16.4		 1.92 0.05
1.1		 28.6%
22.6%		 $6.78
4.1%		 20.6% 23.6% EPS: -10.6% | Sales: +9.7% 6.4 1.0 9.2 9.8 3.9
ODD
$39.96
Technology		 22.3
Fwd: 17.9		 1.20 0.07
6.3		 30.4%
14.7%		 $2.33
5.8%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 7.9 1.0 10.0 7.9 3.8
ASML
$1029.20
Technology		 38.5
Fwd: 34.0		 1.71 0.14
1.3		 51.7%
29.4%		 $25.16
2.4%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 6.5 1.0 9.5 9.1 3.8
EXEL
$40.80
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.2 1.0 9.3 8.2 3.8
APPF
$250.27
Technology		 44.9
Fwd: 39.2		 1.96 0.08
2.9		 44.7%
22.5%		 $5.89
2.4%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 5.4 1.0 9.7 9.3 3.8
ADSK
$294.86
Technology		 61.1
Fwd: 26.1		 3.86 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 3.7 1.4 8.9 8.9 3.7
NVDA
$188.08
Technology		 53.5
Fwd: 28.1		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 6.1 1.0 9.2 8.9 3.7
GOOGL
$284.75
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 6.2 1.0 8.9 8.6 3.7
LULU
$163.55
Consumer Cyclical		 11.2
Fwd: 12.9		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 1.0 8.9 7.7 3.7
FTNT
$80.54
Technology		 33.2
Fwd: 27.8		 3.11 1.35
1.0		 228.0%
28.6%		 $2.65
3.3%		 22.5% 42.9% EPS: +48.1% | Sales: +14.8% 4.0 1.0 9.7 9.4 3.7
APP
$621.36
Communication Services		 78.3
Fwd: 42.6		 1.26 2.38
3.2		 230.7%
49.3%		 $9.91
1.6%		 36.5% 84.3% EPS: +180.2% | Sales: +28.7% 5.4 1.0 10.0 7.6 3.6
QFIN
$22.58
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 9.6 1.0 8.6 7.4 3.6
DUOL
$193.74
Technology		 24.6
Fwd: 43.1		 0.55 0.07
2.8		 36.2%
40.0%		 $7.16
3.7%		 60.3% N/A EPS: +68.5% | Sales: +39.9% 8.6 1.0 8.6 7.5 3.6
PGR
$209.61
Financial		 11.5
Fwd: 12.8		 2.14 0.19
0.7		 34.2%
12.6%		 $29.07
13.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 5.3 1.0 9.9 9.4 3.6
DXCM
$58.02
Healthcare		 32.3
Fwd: 23.2		 1.45 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 6.1 1.0 9.0 8.8 3.6
MSFT
$497.10
Technology		 35.4
Fwd: 26.5		 2.01 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 5.2 1.0 8.6 9.1 3.6
HALO
$68.39
Healthcare		 14.4
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.4 1.0 8.7 7.0 3.6
NFLX
$1097.02
Communication Services		 45.8
Fwd: 33.9		 1.79 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 5.8 1.0 8.7 8.0 3.6
MEDP
$592.19
Healthcare		 41.4
Fwd: 35.8		 3.11 0.49
0.6		 73.7%
18.4%		 $24.02
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 3.4 1.0 10.0 9.3 3.5
RMD
$249.65
Healthcare		 25.6
Fwd: 20.6		 2.25 0.14
2.9		 25.4%
27.4%		 $12.11
4.9%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 4.5 1.0 9.4 9.1 3.5
MELI
$2128.33
Consumer Cyclical		 52.0
Fwd: 34.6		 1.66 2.08
1.2		 40.6%
7.9%		 $130.49
6.1%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 5.6 1.0 8.0 8.2 3.5
PCTY
$138.42
Technology		 34.6
Fwd: 17.0		 3.43 0.12
1.0		 20.4%
13.8%		 $7.33
5.3%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 3.9 1.0 9.0 9.1 3.5
EXLS
$38.75
Technology		 26.2
Fwd: 17.7		 1.73 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 5.8 1.0 8.9 7.9 3.5
PYPL
$66.26
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.0 1.0 8.0 8.0 3.5
META
$618.94
Communication Services		 27.4
Fwd: 20.8		 2.27 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 4.2 1.0 8.7 8.4 3.5
MPWR
$958.07
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 6.4 1.0 8.9 7.4 3.5
BKNG
$4899.05
Consumer Cyclical		 31.8
Fwd: 18.4		 1.80 N/A
1.3		 N/A
19.4%		 $257.98
5.3%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 6.8 1.0 8.0 6.9 3.5
QLYS
$147.02
Technology		 28.5
Fwd: 19.9		 3.36 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 3.9 1.0 9.9 7.8 3.5
PINS
$26.28
Communication Services		 9.1
Fwd: 13.1		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.3%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 9.2 1.0 8.0 5.9 3.5
CPRX
$20.99
Healthcare		 12.2
Fwd: 12.4		 1.20 0.00
6.6		 27.5%
37.6%		 $1.92
9.1%		 36.9% 34.3% EPS: +197.0% | Sales: +25.6% 7.6 1.0 9.2 6.8 3.5
GDDY
$132.95
Technology		 22.9
Fwd: 18.6		 2.12 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 5.3 1.0 9.0 7.3 3.4
CMG
$30.56
Consumer Cyclical		 26.9
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 3.9 1.0 8.7 7.7 3.4
INTU
$653.64
Technology		 47.7
Fwd: 24.9		 3.39 0.34
1.4		 20.3%
20.6%		 $21.82
3.3%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 3.9 1.0 7.8 8.9 3.4
APH
$138.11
Technology		 46.0
Fwd: 35.4		 1.38 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 5.9 1.0 8.4 7.2 3.3
GWW
$952.66
Industrials		 26.6
Fwd: 21.8		 3.65 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.0 1.0 9.2 7.9 3.3
DT
$46.06
Technology		 27.6
Fwd: 25.1		 1.83 0.03
1.5		 20.6%
27.3%		 $1.58
3.4%		 25.5% N/A EPS: +214.5% | Sales: +18.5% 6.2 1.0 7.6 7.6 3.3
KLAC
$1206.40
Technology		 37.9
Fwd: 28.9		 3.43 1.22
2.6		 99.2%
33.8%		 $29.47
2.4%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.0 1.0 9.5 7.1 3.3
NSSC
$42.81
Industrials		 34.9
Fwd: 27.9		 2.09 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 3.8 1.0 9.2 7.9 3.3
ULTA
$509.85
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.0 1.0 9.1 6.9 3.3
ANET
$134.02
Technology		 51.0
Fwd: 40.0		 2.43 0.00
3.2		 31.7%
39.7%		 $3.22
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 3.8 1.0 10.0 6.6 3.3
AZO
$3673.66
Consumer Cyclical		 25.4
Fwd: 20.1		 2.09 N/A
0.9		 N/A
13.2%		 $107.64
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 5.1 1.0 7.6 7.3 3.3
FICO
$1674.80
Technology		 63.1
Fwd: 33.6		 2.58 N/A
0.8		 N/A
32.8%		 $32.07
1.9%		 9.0% 27.4% EPS: +34.3% | Sales: +15.9% 3.7 1.0 8.1 8.2 3.3
ROL
$58.65
Consumer Cyclical		 55.1
Fwd: 46.5		 4.25 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 1.0 9.4 7.4 3.3
PTC
$173.93
Technology		 28.3
Fwd: 20.4		 6.04 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +72.6% | Sales: +19.2% 4.1 1.0 8.1 7.8 3.2
AMZN
$243.04
Consumer Cyclical		 34.3
Fwd: 31.0		 1.71 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 4.6 1.0 8.0 7.1 3.2
MANH
$175.49
Technology		 49.9
Fwd: 32.3		 5.62 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 1.0 9.9 6.1 3.2
CTAS
$184.89
Industrials		 41.1
Fwd: 34.5		 3.91 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.0 1.0 9.4 7.6 3.2
YOU
$32.02
Technology		 17.2
Fwd: 25.1		 N/A 0.95
0.9		 128.7%
21.2%		 $2.30
7.2%		 32.0% N/A EPS: +135.7% | Sales: +19.9% 6.2 1.0 9.0 5.5 3.2
CHTR
$217.86
Communication Services		 6.0
Fwd: 5.1		 0.51 6.24
0.4		 34.8%
9.3%		 $16.97
7.8%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.4 1.0 5.8 6.0 3.2
CARG
$33.13
Consumer Cyclical		 26.7
Fwd: 13.4		 1.37 0.45
3.0		 29.2%
14.1%		 $2.31
7.0%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 7.1 1.0 7.5 5.2 3.2
IDXX
$713.74
Healthcare		 56.6
Fwd: 49.7		 3.68 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 2.6 1.0 9.4 7.7 3.2
ORLY
$95.00
Consumer Cyclical		 32.9
Fwd: 28.6		 3.14 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 3.1 1.0 7.3 8.2 3.2
PAYX
$112.82
Technology		 25.3
Fwd: 19.1		 3.27 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 4.1 1.0 7.2 8.1 3.2
CPRT
$39.98
Industrials		 25.2
Fwd: 21.2		 2.38 0.01
8.2		 18.6%
33.4%		 $1.27
3.2%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 4.3 1.0 7.6 7.7 3.1
SCHW
$94.20
Financial		 22.1
Fwd: 16.9		 0.84 0.56
1.2		 17.0%
28.6%		 $21.71
23.0%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.4 1.0 6.3 6.5 3.1
ZTS
$119.56
Healthcare		 20.1
Fwd: 17.5		 2.48 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 4.3 1.0 8.0 7.7 3.1
CDNS
$324.45
Technology		 83.7
Fwd: 40.2		 5.21 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 1.0 6.8 8.8 3.1
DPZ
$401.46
Consumer Cyclical		 23.5
Fwd: 20.5		 2.75 N/A
1.6		 N/A
12.2%		 $18.69
4.7%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 3.9 1.0 8.0 6.9 3.1
FAST
$40.77
Industrials		 38.2
Fwd: 33.5		 3.81 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 2.9 1.0 7.8 8.5 3.1
REGN
$646.87
Healthcare		 15.5
Fwd: 15.1		 4.62 0.09
4.1		 15.2%
32.1%		 $40.18
6.2%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 1.0 7.4 8.4 3.1
DASH
$196.46
Consumer Cyclical		 99.8
Fwd: 54.4		 0.61 0.34
2.0		 10.1%
6.8%		 $4.87
2.5%		 64.7% N/A EPS: +283.9% | Sales: +24.5% 7.9 1.0 5.4 6.0 3.1
DOCS
$62.58
Healthcare		 53.7
Fwd: 37.3		 5.24 0.01
6.4		 24.2%
39.9%		 $1.53
2.5%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 1.0 9.5 7.2 3.1
JKHY
$163.08
Technology		 24.8
Fwd: 23.4		 3.80 0.01
1.1		 23.4%
19.9%		 $8.20
5.0%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 3.8 1.0 8.4 7.0 3.1
NVMI
$314.02
Technology		 42.9
Fwd: 32.9		 2.63 0.19
2.6		 24.2%
29.1%		 $6.80
2.2%		 24.5% 35.3% EPS: +51.2% | Sales: +43.7% 4.0 1.0 9.0 6.2 3.1
BR
$217.49
Technology		 27.8
Fwd: 21.3		 2.89 1.32
0.9		 38.2%
13.1%		 $11.03
5.1%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 4.1 1.0 7.9 7.1 3.1
NOW
$858.77
Technology		 103.8
Fwd: 42.1		 5.02 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 1.0 7.8 7.5 3.1
MLI
$106.47
Industrials		 15.9
Fwd: 13.8		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 1.0 9.0 4.5 3.1
ETSY
$56.80
Consumer Cyclical		 39.7
Fwd: 22.4		 4.92 N/A
3.2		 N/A
6.4%		 $6.44
11.3%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 1.0 5.5 8.4 3.1
PANW
$211.37
Technology		 132.1
Fwd: 49.0		 9.79 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 1.0 7.1 8.2 3.1
COST
$923.58
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 1.0 9.1 8.9 3.0
LRCX
$162.19
Technology		 35.7
Fwd: 29.1		 2.45 0.44
2.2		 62.3%
29.7%		 $4.42
2.7%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 4.7 1.0 9.4 4.9 3.0
LRN
$70.62
Consumer Defensive		 10.9
Fwd: 9.0		 0.85 0.38
6.8		 23.0%
12.8%		 $8.61
12.2%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 8.8 1.0 9.0 4.7 3.0
USLM
$114.29
Basic Materials		 25.1
Fwd: 23.6		 2.21 0.01
19.0		 24.3%
35.8%		 $3.64
3.2%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 4.2 1.0 8.7 7.0 3.0
BABA
$167.61
Consumer Cyclical		 19.6
Fwd: 17.5		 2.24 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 4.4 1.0 5.8 7.7 3.0
EPAM
$168.00
Technology		 24.0
Fwd: 13.6		 2.91 0.04
3.2		 11.4%
7.9%		 $7.36
4.4%		 15.6% 11.6% EPS: -0.3% | Sales: +9.7% 4.1 1.0 6.0 8.2 3.0
MTB
$183.30
Financial		 11.3
Fwd: 9.8		 0.89 0.52
0.4		 9.6%
19.8%		 $23.77
13.0%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 8.7 1.0 5.3 6.1 3.0
SBUX
$82.22
Consumer Cyclical		 50.5
Fwd: 27.1		 2.66 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.0 1.0 6.5 7.3 3.0
TT
$435.60
Industrials		 33.5
Fwd: 29.4		 2.35 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 3.7 1.0 8.0 7.0 3.0
AVGO
$355.59
Technology		 90.8
Fwd: 38.2		 2.57 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 2.9 1.0 7.7 7.2 3.0
CRM
$239.27
Technology		 34.8
Fwd: 18.8		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 3.9 1.0 5.4 8.7 3.0
PH
$834.15
Industrials		 30.8
Fwd: 26.1		 3.83 0.69
1.2		 27.4%
17.8%		 $26.41
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: -0.4% 3.5 1.0 8.4 6.5 3.0
MSI
$389.10
Technology		 31.2
Fwd: 23.9		 3.73 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 3.9 1.0 7.9 6.3 3.0
ZM
$82.22
Technology		 21.7
Fwd: 13.9		 5.19 0.01
4.4		 13.6%
25.0%		 $6.16
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 1.0 7.3 6.7 3.0
POOL
$248.37
Industrials		 22.7
Fwd: 21.4		 4.75 1.01
2.6		 29.2%
7.8%		 $10.60
4.3%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 1.0 7.8 6.4 3.0
WRB
$74.58
Financial		 15.7
Fwd: 16.0		 2.41 0.32
0.4		 20.9%
13.0%		 $8.64
11.6%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 3.9 1.0 8.4 7.0 3.0
GILD
$123.40
Healthcare		 19.1
Fwd: 14.2		 0.73 1.16
1.5		 40.6%
27.9%		 $7.55
6.1%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 8.9 1.0 6.9 4.5 3.0
CPNG
$29.00
Consumer Cyclical		 137.2
Fwd: 55.2		 1.08 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 6.8 1.0 5.3 5.7 2.9
DAL
$57.81
Industrials		 8.2
Fwd: 8.0		 0.82 1.11
0.4		 28.5%
7.4%		 $4.71
8.1%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.0 1.0 5.7 4.5 2.9
VEEV
$291.21
Healthcare		 59.7
Fwd: 34.4		 4.22 0.01
5.6		 13.7%
27.3%		 $8.10
2.8%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 1.0 7.3 7.7 2.9
LMT
$468.92
Industrials		 26.2
Fwd: 16.0		 2.20 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 5.3 1.0 6.7 6.2 2.9
NKE
$61.89
Consumer Cyclical		 31.7
Fwd: 24.8		 2.67 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 4.2 1.0 6.5 6.5 2.9
SNPS
$396.14
Technology		 31.0
Fwd: 28.2		 3.31 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 3.9 1.0 4.4 9.2 2.9
WDAY
$224.50
Technology		 103.8
Fwd: 21.2		 4.85 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 1.0 5.3 8.4 2.9
HD
$369.07
Consumer Cyclical		 25.1
Fwd: 22.7		 4.87 5.75
1.1		 193.9%
8.9%		 $14.29
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 1.0 7.6 5.8 2.9
HLT
$265.27
Consumer Cyclical		 38.4
Fwd: 29.2		 2.83 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 3.2 1.0 7.3 6.5 2.9
CB
$283.05
Financial		 11.8
Fwd: 10.8		 1.42 0.31
0.4		 14.1%
16.5%		 $37.34
13.2%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 6.2 1.0 6.7 6.2 2.9
FSLR
$271.98
Technology		 20.9
Fwd: 12.1		 0.65 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.4 1.0 6.0 4.6 2.9
LOW
$231.35
Consumer Cyclical		 19.0
Fwd: 17.4		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 4.0 1.0 7.9 5.4 2.9
BMRN
$51.84
Healthcare		 19.4
Fwd: 11.5		 0.59 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.4 1.0 5.4 4.9 2.9
BMI
$186.74
Technology		 39.8
Fwd: 34.3		 3.59 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 3.9 1.0 8.9 4.7 2.9
AMD
$237.70
Technology		 117.5
Fwd: 37.4		 2.79 0.06
2.3		 5.3%
10.3%		 $3.36
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 3.2 1.0 5.5 8.1 2.9
DOCU
$69.73
Technology		 52.6
Fwd: 17.3		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 1.0 6.8 6.5 2.9
ENPH
$31.17
Technology		 21.6
Fwd: 14.8		 12.19 1.24
2.0		 20.3%
12.9%		 $1.66
5.3%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 1.0 6.5 6.7 2.9
BRO
$76.42
Financial		 22.9
Fwd: 16.2		 2.18 0.65
1.2		 10.5%
18.0%		 $3.80
5.0%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 4.1 1.0 5.2 8.3 2.9
CHKP
$196.52
Technology		 21.5
Fwd: 18.6		 2.60 0.00
1.2		 34.2%
37.6%		 $10.93
5.6%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 4.0 1.0 8.2 5.2 2.9
CTSH
$72.83
Technology		 16.9
Fwd: 13.0		 1.94 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 5.5 1.0 6.5 5.8 2.9
WST
$275.34
Healthcare		 40.8
Fwd: 35.3		 4.35 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 1.0 7.0 7.0 2.9
MA
$553.28
Financial		 35.4
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 2.7 1.0 8.9 6.7 2.8
MAR
$281.14
Consumer Cyclical		 29.7
Fwd: 24.9		 2.81 N/A
0.5		 N/A
10.1%		 $7.18
2.6%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 4.0 1.0 7.1 5.5 2.8
NOC
$571.96
Industrials		 20.5
Fwd: 19.8		 3.34 1.09
1.1		 26.1%
9.8%		 $12.85
2.2%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.1 1.0 7.2 6.0 2.8
PODD
$323.40
Healthcare		 98.4
Fwd: 54.3		 3.04 0.97
2.2		 19.2%
10.0%		 $5.62
1.7%		 22.9% 98.8% EPS: -40.5% | Sales: +26.0% 2.4 1.0 6.4 8.0 2.8
CMI
$462.80
Industrials		 21.8
Fwd: 18.8		 2.07 0.74
1.6		 27.6%
8.7%		 $11.99
2.6%		 7.7% 14.4% EPS: +53.4% | Sales: -1.3% 4.7 1.0 7.1 5.5 2.8
GGG
$81.24
Industrials		 27.8
Fwd: 25.6		 3.64 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 3.4 1.0 7.2 6.3 2.8
PWR
$442.90
Industrials		 65.7
Fwd: 35.6		 3.88 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.0 1.0 5.7 7.7 2.8
QCOM
$173.20
Technology		 35.4
Fwd: 13.8		 15.13 0.70
2.8		 23.3%
12.5%		 $11.88
6.9%		 13.5% 2.1% EPS: +34.2% | Sales: +13.7% 3.9 1.0 7.2 5.7 2.8
V
$336.96
Financial		 33.3
Fwd: 23.3		 2.69 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 2.4 1.0 9.6 6.1 2.8
CINF
$161.38
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.89
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 4.0 1.0 6.4 7.1 2.8
GD
$340.30
Industrials		 22.1
Fwd: 19.8		 1.95 0.40
1.4		 17.8%
8.2%		 $17.82
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 5.0 1.0 6.2 5.8 2.8
ONTO
$131.75
Technology		 32.6
Fwd: 23.5		 3.55 0.01
9.6		 10.5%
19.3%		 $4.87
3.7%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 1.0 6.5 6.3 2.8
ROST
$160.23
Consumer Cyclical		 25.4
Fwd: 23.3		 4.33 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 1.0 7.3 5.1 2.8
ELF
$76.54
Consumer Defensive		 54.3
Fwd: 21.9		 6.14 0.80
2.7		 8.8%
5.9%		 $2.50
3.3%		 36.0% 40.4% EPS: -21.4% | Sales: +13.8% 4.0 1.0 5.5 8.2 2.8
AXP
$365.73
Financial		 24.6
Fwd: 21.0		 1.97 1.83
7.2		 33.7%
13.2%		 $27.50
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 4.5 1.0 7.0 6.2 2.8
VRSK
$212.87
Industrials		 32.5
Fwd: 27.7		 3.67 12.98
1.2		 270.5%
30.4%		 $8.01
3.8%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 3.1 1.0 8.9 5.0 2.8
SPGI
$490.00
Financial		 35.6
Fwd: 24.8		 2.95 0.36
1.0		 12.6%
28.1%		 $18.03
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 2.7 1.0 5.6 8.3 2.8
SHW
$333.66
Basic Materials		 32.6
Fwd: 26.5		 4.19 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 1.0 7.8 6.5 2.7
TYL
$465.01
Technology		 64.8
Fwd: 37.0		 4.47 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 1.0 5.3 7.5 2.7
JNJ
$186.97
Healthcare		 18.0
Fwd: 16.2		 2.45 0.58
1.1		 33.6%
27.3%		 $8.13
4.3%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 4.3 1.0 6.9 5.7 2.7
MNST
$66.31
Consumer Defensive		 41.4
Fwd: 31.2		 3.29 0.00
3.5		 24.1%
20.5%		 $1.90
2.9%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 2.7 1.0 7.9 7.5 2.7
TDY
$506.68
Technology		 29.4
Fwd: 21.4		 3.29 0.24
1.8		 8.1%
13.6%		 $22.12
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.1 1.0 5.2 7.0 2.7
DIS
$110.49
Communication Services		 17.3
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 7.0 1.0 4.9 5.2 2.7
IR
$77.68
Industrials		 57.6
Fwd: 21.7		 9.69 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 1.0 5.5 7.0 2.7
SMCI
$40.33
Technology		 32.2
Fwd: 13.2		 1.66 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 6.1 1.0 4.7 6.2 2.7
MCD
$298.41
Consumer Cyclical		 25.4
Fwd: 22.6		 3.67 N/A
1.0		 N/A
32.0%		 $10.33
3.5%		 3.9% 7.7% EPS: +2.1% | Sales: +1.3% 3.6 1.0 6.5 5.5 2.7
MCO
$482.21
Financial		 38.8
Fwd: 29.6		 2.90 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 2.4 1.0 7.7 6.8 2.7
EXR
$131.06
Real Estate		 29.3
Fwd: 26.9		 3.48 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 3.1 1.0 5.3 8.3 2.7
MKTX
$165.75
Financial		 27.9
Fwd: 20.5		 3.45 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.0 1.0 7.2 6.6 2.7
TJX
$143.77
Consumer Cyclical		 32.8
Fwd: 28.3		 3.46 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 3.4 1.0 7.3 4.9 2.7
CMCSA
$27.31
Communication Services		 4.5
Fwd: 6.5		 2.96 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 4.0 1.0 6.0 5.7 2.7
LMAT
$85.60
Healthcare		 41.6
Fwd: 34.4		 3.25 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.2 1.0 5.4 7.3 2.7
ISRG
$547.78
Healthcare		 72.5
Fwd: 56.6		 4.85 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 1.0 7.5 6.0 2.7
LHX
$285.02
Industrials		 30.6
Fwd: 22.9		 10.85 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 1.0 4.9 6.9 2.7
TMO
$565.98
Healthcare		 32.7
Fwd: 23.0		 4.39 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 1.0 5.2 6.9 2.7
UPS
$93.60
Industrials		 14.5
Fwd: 13.1		 12.58 1.85
1.3		 33.7%
6.2%		 $5.19
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 1.0 6.3 5.8 2.7
CHD
$86.21
Consumer Defensive		 27.1
Fwd: 23.0		 5.32 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 1.0 6.0 7.2 2.7
SE
$153.56
Consumer Cyclical		 77.9
Fwd: 31.2		 1.59 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 4.7 1.0 4.7 5.9 2.6
OKTA
$85.87
Technology		 101.2
Fwd: 23.7		 8.03 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 1.0 5.4 6.3 2.6
QSR
$68.16
Consumer Cyclical		 24.3
Fwd: 17.0		 2.60 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 3.9 1.0 5.2 6.0 2.6
RSG
$204.23
Industrials		 30.4
Fwd: 27.9		 3.91 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 3.4 1.0 6.0 6.3 2.6
TSLA
$445.91
Consumer Cyclical		 297.9
Fwd: 201.7		 33.63 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 1.8 1.0 5.3 7.5 2.6
FITB
$42.54
Financial		 12.7
Fwd: 11.9		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.6 1.0 4.9 3.8 2.6
ORCL
$243.80
Technology		 56.4
Fwd: 30.5		 2.58 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 4.0 1.0 5.8 5.9 2.6
SHOP
$156.05
Technology		 114.3
Fwd: 85.2		 5.33 0.09
3.9		 15.7%
16.6%		 $1.46
0.9%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 1.0 6.9 5.9 2.6
TSM
$289.24
Technology		 29.6
Fwd: 23.2		 0.98 0.19
2.7		 34.9%
43.7%		 $5.89
2.0%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 8.6 1.0 8.9 0.5 2.6
ILMN
$121.11
Healthcare		 27.1
Fwd: 24.3		 2.50 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 3.9 1.0 7.5 4.8 2.6
ITW
$244.30
Industrials		 23.7
Fwd: 21.8		 32.48 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 1.0 8.0 4.1 2.6
CSGP
$67.36
Real Estate		 1310.5
Fwd: 47.2		 37.36 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 1.0 5.3 8.4 2.6
GS
$787.58
Financial		 16.0
Fwd: 14.2		 1.06 5.24
1.3		 13.6%
12.5%		 $190.70
24.2%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 7.5 1.0 5.7 3.8 2.6
ICE
$147.52
Financial		 26.9
Fwd: 19.6		 2.35 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 3.6 1.0 5.3 6.9 2.6
O
$56.33
Real Estate		 52.6
Fwd: 36.6		 2.94 0.74
2.2		 2.5%
17.1%		 $3.99
7.1%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 2.7 1.0 5.3 7.9 2.6
COP
$85.66
Energy		 11.5
Fwd: 13.5		 6.18 0.36
1.3		 15.9%
15.9%		 $5.54
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +2.5% 3.9 1.0 5.5 6.1 2.6
LIN
$415.32
Basic Materials		 27.8
Fwd: 23.2		 3.43 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 3.5 1.0 7.0 5.5 2.6
HEI
$317.56
Industrials		 69.6
Fwd: 59.8		 4.04 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 1.0 5.6 7.2 2.6
HIMS
$41.52
Healthcare		 76.8
Fwd: 55.9		 3.47 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 2.7 1.0 6.4 6.0 2.6
AME
$197.25
Industrials		 31.1
Fwd: 24.8		 3.95 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 3.5 1.0 6.8 4.9 2.5
PEP
$141.58
Consumer Defensive		 26.9
Fwd: 16.5		 7.72 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 1.0 6.1 6.4 2.5
CAT
$569.78
Industrials		 29.2
Fwd: 25.8		 4.58 2.01
1.4		 46.3%
14.3%		 $16.15
2.8%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 1.0 8.1 4.1 2.5
EA
$200.38
Communication Services		 58.6
Fwd: 21.6		 4.24 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 1.0 5.9 5.0 2.5
KO
$69.06
Consumer Defensive		 22.9
Fwd: 21.5		 3.66 1.52
1.2		 45.1%
27.3%		 $1.29
1.9%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 3.9 1.0 6.2 6.3 2.5
ROK
$372.50
Industrials		 43.7
Fwd: 28.3		 3.68 1.12
1.1		 28.5%
12.0%		 $11.74
3.2%		 4.3% 7.3% EPS: -3.3% | Sales: -8.2% 3.2 1.0 7.1 4.7 2.5
TDG
$1271.60
Industrials		 42.2
Fwd: 31.6		 3.85 N/A
3.1		 N/A
20.4%		 $33.83
2.7%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.2 1.0 5.1 6.3 2.5
VMC
$286.30
Basic Materials		 34.0
Fwd: 29.1		 2.38 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 2.9 1.0 5.1 6.9 2.5
PSA
$273.96
Real Estate		 28.5
Fwd: 26.3		 22.96 1.08
1.7		 20.0%
35.4%		 $16.69
6.1%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 1.0 5.7 6.8 2.5
VICI
$29.78
Real Estate		 11.3
Fwd: 10.5		 2.52 0.64
1.1		 10.4%
70.2%		 $2.30
7.7%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 3.5 1.0 4.8 7.1 2.5
WMT
$101.68
Consumer Defensive		 38.4
Fwd: 34.5		 4.06 0.72
0.8		 24.5%
3.1%		 $1.72
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 1.0 6.0 6.8 2.5
DDOG
$190.82
Technology		 551.3
Fwd: 85.0		 37.30 0.40
3.4		 4.5%
4.1%		 $2.65
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.0% 2.0 1.0 5.3 6.5 2.5
JPM
$313.42
Financial		 15.5
Fwd: 14.8		 1.94 3.06
1.1		 16.4%
20.4%		 $16.85
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 4.5 1.0 5.6 5.4 2.5
XYL
$150.34
Industrials		 38.7
Fwd: 27.1		 2.96 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 3.2 1.0 4.9 6.3 2.5
BSX
$99.05
Healthcare		 53.0
Fwd: 28.5		 3.28 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 3.7 1.0 5.0 6.1 2.5
RTX
$175.10
Industrials		 36.0
Fwd: 25.8		 3.61 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 3.5 1.0 4.6 6.3 2.5
ABBV
$219.04
Healthcare		 165.3
Fwd: 15.1		 9.56 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 1.0 5.3 5.8 2.5
COF
$216.88
Financial		 92.0
Fwd: 10.4		 4.20 0.45
2.1		 1.5%
1.7%		 $32.81
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 1.0 4.9 6.0 2.5
WM
$199.62
Industrials		 31.5
Fwd: 24.0		 3.36 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 3.5 1.0 5.7 5.2 2.5
KEYS
$185.05
Technology		 59.0
Fwd: 23.8		 4.96 0.49
3.6		 10.0%
10.4%		 $8.24
4.5%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 1.0 4.7 5.8 2.5
SLB
$36.36
Energy		 14.1
Fwd: 12.3		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 1.0 5.1 3.8 2.5
MLM
$608.33
Basic Materials		 32.0
Fwd: 28.0		 2.72 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 2.9 1.0 4.6 6.8 2.5
TRMB
$78.82
Technology		 53.6
Fwd: 23.0		 4.68 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -80.8% | Sales: -0.9% 3.9 1.0 4.9 5.6 2.5
ETN
$377.40
Industrials		 37.7
Fwd: 27.4		 2.97 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 3.2 1.0 7.0 4.3 2.4
BLK
$1069.44
Financial		 27.8
Fwd: 19.7		 2.29 0.27
4.0		 12.6%
25.9%		 $24.64
2.3%		 7.0% 8.1% EPS: -3.8% | Sales: +15.8% 3.6 1.0 4.5 6.3 2.4
CELH
$45.06
Consumer Defensive		 124.2
Fwd: 30.2		 2.04 0.42
2.1		 7.9%
5.6%		 $0.82
1.8%		 78.3% 54.3% EPS: -64.7% | Sales: +11.8% 3.3 1.0 5.5 6.4 2.4
MKC
$64.05
Consumer Defensive		 22.2
Fwd: 20.1		 4.07 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 1.0 4.5 6.5 2.4
GATX
$152.94
Industrials		 17.9
Fwd: 15.7		 1.91 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 5.4 1.0 4.5 4.5 2.4
CME
$271.42
Financial		 26.3
Fwd: 23.4		 4.12 0.13
1.0		 13.3%
58.1%		 $11.32
4.2%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 1.0 6.2 5.9 2.4
DHR
$210.67
Healthcare		 43.4
Fwd: 25.1		 5.83 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 1.0 4.9 5.5 2.4
HON
$195.91
Industrials		 20.6
Fwd: 19.2		 3.49 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 4.1 1.0 6.2 3.9 2.4
IEX
$166.82
Industrials		 26.4
Fwd: 19.9		 5.44 0.48
2.9		 12.2%
14.0%		 $7.80
4.7%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 1.0 4.9 5.0 2.4
VRSN
$239.60
Technology		 27.9
Fwd: 24.4		 3.25 N/A
0.5		 N/A
49.9%		 $10.84
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 3.8 1.0 5.2 4.9 2.4
NDAQ
$86.19
Financial		 30.7
Fwd: 22.8		 2.16 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 3.6 1.0 5.2 5.4 2.4
HOOD
$127.08
Financial		 52.8
Fwd: 56.7		 2.42 2.25
1.2		 27.8%
52.0%		 N/A
N/A		 60.7% N/A EPS: +508.7% | Sales: +73.2% 2.3 1.0 8.3 4.2 2.4
MS
$163.42
Financial		 16.8
Fwd: 15.6		 1.27 3.92
1.6		 15.2%
13.8%		 $6.48
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 6.1 1.0 4.5 3.9 2.3
TXN
$161.38
Technology		 29.4
Fwd: 26.5		 2.39 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 4.5 1.0 6.2 3.3 2.3
SOFI
$27.16
Financial		 49.1
Fwd: 44.9		 1.71 0.32
4.9		 8.6%
14.4%		 $1.30
4.8%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 3.4 1.0 5.4 5.1 2.3
EW
$82.44
Healthcare		 35.1
Fwd: 28.7		 3.57 0.07
4.0		 13.6%
23.5%		 $1.37
1.7%		 4.6% -2.4% EPS: +65.3% | Sales: +0.2% 3.7 1.0 5.7 4.3 2.3
BRK-B
$493.15
Financial		 15.8
Fwd: 22.7		 16.26 0.22
5.9		 10.2%
18.1%		 $8.95
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 1.0 4.1 6.0 2.3
ATEN
$17.79
Technology		 26.1
Fwd: 18.7		 3.83 1.11
3.6		 23.9%
17.8%		 $1.00
5.6%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 3.9 1.0 6.3 3.1 2.3
XOM
$114.50
Energy		 16.6
Fwd: 15.4		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.9%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.1 1.0 5.6 3.8 2.3
ON
$48.80
Technology		 63.7
Fwd: 16.8		 72.37 0.46
5.2		 3.9%
5.2%		 $3.40
7.0%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 1.0 5.0 4.0 2.3
SQ
$70.93
Technology		 15.2
Fwd: 20.0		 1.58 0.28
2.0		 14.3%
12.4%		 $1.74
2.5%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 6.0 1.0 5.7 N/A 2.2
HOLX
$74.15
Healthcare		 29.9
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 3.6 1.0 4.8 4.6 2.2
EMR
$131.49
Industrials		 32.5
Fwd: 18.6		 3.75 0.65
0.9		 10.9%
12.7%		 $4.74
3.6%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 3.7 1.0 4.7 4.2 2.2
MDT
$90.06
Healthcare		 24.9
Fwd: 14.8		 4.21 0.60
2.0		 9.7%
13.6%		 $4.13
4.6%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 1.0 4.7 4.4 2.2
FIS
$64.68
Technology		 203.7
Fwd: 10.2		 20.96 0.94
0.5		 1.1%
1.7%		 $3.83
5.9%		 -0.4% 16.5% EPS: +102.2% | Sales: +4.3% 4.1 1.0 4.8 3.9 2.2
UNP
$217.99
Industrials		 18.5
Fwd: 17.1		 2.44 1.90
0.8		 41.6%
28.7%		 $10.14
4.7%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 4.3 1.0 6.3 2.5 2.2
AMT
$178.09
Real Estate		 28.4
Fwd: 25.7		 1.90 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 5.3 1.0 4.9 3.6 2.2
SYK
$353.81
Healthcare		 46.5
Fwd: 23.6		 4.18 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 1.0 5.2 3.8 2.2
DLR
$168.35
Real Estate		 43.5
Fwd: 102.2		 4.82 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 1.0 4.6 5.8 2.2
ROP
$444.48
Technology		 30.6
Fwd: 20.6		 3.58 0.47
0.6		 8.2%
20.3%		 $22.85
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.1 1.0 4.9 3.5 2.2
SAP
$253.88
Technology		 38.0
Fwd: 30.4		 1.36 0.21
1.1		 16.3%
19.5%		 $6.32
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 6.7 1.0 6.2 0.5 2.1
AXON
$587.14
Industrials		 185.9
Fwd: 76.7		 10.63 0.69
3.1		 10.0%
10.1%		 $1.85
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 1.0 4.5 4.6 2.0
ECL
$253.06
Basic Materials		 36.4
Fwd: 29.8		 2.76 0.91
1.7		 21.7%
12.5%		 $5.48
2.2%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 2.7 1.0 5.8 3.1 2.0
ENB
$46.88
Energy		 23.1
Fwd: 20.4		 3.06 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 3.4 1.0 4.8 2.9 2.0
KMI
$26.12
Energy		 21.4
Fwd: 19.1		 2.46 1.06
0.6		 8.9%
16.6%		 $1.12
4.3%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 3.4 1.0 4.8 2.8 2.0
APD
$258.79
Basic Materials		 37.2
Fwd: 18.5		 4.18 1.18
1.3		 10.3%
13.0%		 N/A
N/A		 6.3% 16.8% EPS: -39.5% | Sales: -0.4% 3.2 1.0 4.5 3.2 1.9
SBAC
$194.75
Real Estate		 24.5
Fwd: 22.0		 2.67 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 3.4 1.0 4.4 3.4 1.9
TRI
$138.97
Industrials		 35.7
Fwd: 31.2		 3.55 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.4% | Sales: +3.0% 3.1 1.0 6.5 0.5 1.8
WPM
$96.28
Basic Materials		 55.5
Fwd: 30.4		 1.72 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 4.3 1.0 6.0 0.5 1.8
UL
$60.91
Consumer Defensive		 25.0
Fwd: 16.8		 3.36 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 3.9 1.0 6.2 0.5 1.7
AWI
$187.08
Industrials		 26.8
Fwd: 22.2		 1.84 0.56
1.5		 38.0%
19.1%		 $5.60
3.0%		 6.8% 4.4% EPS: +23.4% | Sales: +15.1% 6.1 7.8 5.6 N/A 6.1
AAPL
$269.77
Technology		 36.2
Fwd: 29.9		 3.61 1.52
0.9		 171.4%
26.9%		 $6.68
2.5%		 8.7% 17.9% EPS: +22.9% | Sales: +6.4% 4.0 8.3 7.5 N/A 6.0
ADBE
$327.35
Technology		 20.4
Fwd: 14.0		 1.59 0.56
1.0		 52.9%
30.0%		 $22.92
7.0%		 14.1% 15.5% EPS: +35.2% | Sales: +10.7% 7.5 2.9 8.9 N/A 5.2
HALO
$68.39
Healthcare		 14.4
Fwd: 8.4		 0.45 3.00
1.6		 124.5%
47.9%		 $5.12
7.5%		 39.0% N/A EPS: +59.0% | Sales: +31.2% 9.4 1.0 8.8 N/A 5.0
LRN
$70.62
Consumer Defensive		 10.9
Fwd: 9.0		 0.85 0.38
6.8		 23.0%
12.8%		 $8.61
12.2%		 18.2% 58.1% EPS: +30.1% | Sales: +17.2% 8.8 1.0 9.4 N/A 4.9
EXEL
$40.80
Healthcare		 17.2
Fwd: 12.6		 0.52 0.08
3.8		 30.6%
29.6%		 $2.91
7.1%		 17.5% 11.6% EPS: +54.3% | Sales: +9.9% 9.2 1.0 8.7 N/A 4.9
QFIN
$22.58
Financial		 3.2
Fwd: 2.9		 0.22 0.28
1.2		 31.1%
38.7%		 N/A
N/A		 12.3% 18.0% EPS: +68.6% | Sales: +9.9% 9.6 1.0 7.8 N/A 4.8
ODD
$39.96
Technology		 22.3
Fwd: 17.9		 1.20 0.07
6.3		 30.4%
14.7%		 $2.33
5.8%		 55.5% 67.8% EPS: +28.0% | Sales: +26.1% 7.9 1.0 10.0 N/A 4.8
PINS
$26.28
Communication Services		 9.1
Fwd: 13.1		 0.44 0.04
8.4		 51.5%
49.0%		 $1.66
6.3%		 26.1% N/A EPS: +819.9% | Sales: +16.8% 9.2 1.0 7.8 N/A 4.7
DUOL
$193.74
Technology		 24.6
Fwd: 43.1		 0.55 0.07
2.8		 36.2%
40.0%		 $7.16
3.7%		 60.3% N/A EPS: +68.5% | Sales: +39.9% 8.6 1.0 8.6 N/A 4.7
TSM
$289.24
Technology		 29.6
Fwd: 23.2		 0.98 0.19
2.7		 34.9%
43.7%		 $5.89
2.0%		 21.1% 26.8% EPS: +57.2% | Sales: +39.7% 8.6 1.0 8.2 N/A 4.6
BMRN
$51.84
Healthcare		 19.4
Fwd: 11.5		 0.59 0.10
4.8		 9.1%
16.9%		 $4.33
8.4%		 11.0% N/A EPS: +60.2% | Sales: +12.3% 9.4 1.0 6.6 N/A 4.5
ACAD
$21.65
Healthcare		 13.9
Fwd: 30.2		 N/A 0.05
3.0		 35.0%
24.9%		 $1.11
5.1%		 23.1% N/A EPS: +627.8% | Sales: +12.7% 5.7 2.9 8.2 N/A 4.5
DECK
$79.81
Consumer Cyclical		 11.8
Fwd: 11.6		 1.68 0.14
3.1		 43.3%
19.4%		 $6.72
8.4%		 18.5% 31.6% EPS: +18.4% | Sales: +12.4% 7.4 1.0 9.4 N/A 4.5
CPRX
$20.99
Healthcare		 12.2
Fwd: 12.4		 1.20 0.00
6.6		 27.5%
37.6%		 $1.92
9.1%		 36.9% 34.3% EPS: +197.0% | Sales: +25.6% 7.6 1.0 8.9 N/A 4.5
PYPL
$66.26
Financial		 13.3
Fwd: 11.3		 1.07 0.60
1.3		 24.4%
14.9%		 $5.95
9.0%		 12.6% 14.0% EPS: +19.7% | Sales: +4.5% 8.0 1.0 8.0 N/A 4.4
CHTR
$217.86
Communication Services		 6.0
Fwd: 5.1		 0.51 6.24
0.4		 34.8%
9.3%		 $16.97
7.8%		 3.8% 36.2% EPS: +13.5% | Sales: +0.4% 9.4 1.0 5.8 N/A 4.4
GILD
$123.40
Healthcare		 19.1
Fwd: 14.2		 0.73 1.16
1.5		 40.6%
27.9%		 $7.55
6.1%		 5.2% -38.1% EPS: +6407.2% | Sales: +2.7% 8.9 1.0 6.3 N/A 4.3
SCHW
$94.20
Financial		 22.1
Fwd: 16.9		 0.84 0.56
1.2		 17.0%
28.6%		 $21.71
23.0%		 17.1% 2.3% EPS: +66.6% | Sales: +5.9% 8.4 1.0 6.8 N/A 4.3
DASH
$196.46
Consumer Cyclical		 99.8
Fwd: 54.4		 0.61 0.34
2.0		 10.1%
6.8%		 $4.87
2.5%		 64.7% N/A EPS: +283.9% | Sales: +24.5% 7.9 1.0 7.3 N/A 4.2
FSLR
$271.98
Technology		 20.9
Fwd: 12.1		 0.65 0.10
1.9		 16.9%
27.7%		 $5.73
2.1%		 6.5% N/A EPS: +12.0% | Sales: +31.2% 9.4 1.0 4.9 N/A 4.2
MTB
$183.30
Financial		 11.3
Fwd: 9.8		 0.89 0.52
0.4		 9.6%
19.8%		 $23.77
13.0%		 13.2% 1.2% EPS: +20.3% | Sales: -0.8% 8.7 1.0 5.9 N/A 4.2
ABT
$124.95
Healthcare		 15.7
Fwd: 22.0		 1.51 0.25
1.7		 30.6%
31.7%		 $3.98
3.2%		 5.6% 30.0% EPS: +142.4% | Sales: +6.4% 6.3 2.2 6.9 N/A 4.1
DXCM
$58.02
Healthcare		 32.3
Fwd: 23.2		 1.45 0.94
1.6		 30.6%
16.0%		 $2.72
4.7%		 22.3% 39.1% EPS: +5.7% | Sales: +14.2% 6.1 1.0 9.4 N/A 4.1
YOU
$32.02
Technology		 17.2
Fwd: 25.1		 N/A 0.95
0.9		 128.7%
21.2%		 $2.30
7.2%		 32.0% N/A EPS: +135.7% | Sales: +19.9% 6.2 1.0 9.2 N/A 4.1
DAL
$57.81
Industrials		 8.2
Fwd: 8.0		 0.82 1.11
0.4		 28.5%
7.4%		 $4.71
8.1%		 5.6% -6.1% EPS: -1.6% | Sales: +4.3% 9.0 1.0 5.0 N/A 4.1
LULU
$163.55
Consumer Cyclical		 11.2
Fwd: 12.9		 N/A 0.40
2.3		 42.4%
16.4%		 $9.44
5.8%		 21.6% 24.3% EPS: +12.7% | Sales: +9.2% 6.6 1.0 8.5 N/A 4.1
ABNB
$120.53
Consumer Cyclical		 29.1
Fwd: 25.1		 2.73 0.29
1.2		 33.3%
22.7%		 $6.86
5.7%		 18.2% N/A EPS: -44.6% | Sales: +10.2% 3.9 3.0 8.5 N/A 4.1
ASML
$1029.20
Technology		 38.5
Fwd: 34.0		 1.71 0.14
1.3		 51.7%
29.4%		 $25.16
2.4%		 18.2% 24.7% EPS: +40.0% | Sales: +24.9% 6.5 1.0 8.7 N/A 4.1
MLI
$106.47
Industrials		 15.9
Fwd: 13.8		 N/A 0.01
4.8		 26.1%
18.1%		 $6.09
5.7%		 9.2% 42.7% EPS: +29.6% | Sales: +15.7% 6.6 1.0 8.4 N/A 4.1
GS
$787.58
Financial		 16.0
Fwd: 14.2		 1.06 5.24
1.3		 13.6%
12.5%		 $190.70
24.2%		 18.5% 14.0% EPS: +44.5% | Sales: +2.3% 7.5 1.0 7.0 N/A 4.1
NVDA
$188.08
Technology		 53.5
Fwd: 28.1		 1.34 0.11
4.2		 109.4%
52.4%		 $2.96
1.6%		 64.2% 91.8% EPS: +64.5% | Sales: +71.5% 6.1 1.0 9.0 N/A 4.0
APP
$621.36
Communication Services		 78.3
Fwd: 42.6		 1.26 2.38
3.2		 230.7%
49.3%		 $9.91
1.6%		 36.5% 84.3% EPS: +180.2% | Sales: +28.7% 5.4 1.0 10.0 N/A 4.0
FITB
$42.54
Financial		 12.7
Fwd: 11.9		 0.84 0.90
0.2		 11.5%
16.0%		 $4.31
10.1%		 7.7% -1.2% EPS: +11.6% | Sales: +4.1% 8.6 1.0 5.2 N/A 4.0
PAYC
$164.01
Technology		 20.4
Fwd: 16.4		 1.92 0.05
1.1		 28.6%
22.6%		 $6.78
4.1%		 20.6% 23.6% EPS: -10.6% | Sales: +9.7% 6.4 1.0 8.4 N/A 4.0
MPWR
$958.07
Technology		 24.5
Fwd: 46.2		 1.22 0.01
4.8		 64.0%
71.2%		 $14.72
1.5%		 28.6% 72.8% EPS: +339.3% | Sales: +30.5% 6.4 1.0 8.2 N/A 4.0
APPF
$250.27
Technology		 44.9
Fwd: 39.2		 1.96 0.08
2.9		 44.7%
22.5%		 $5.89
2.4%		 25.4% 40.3% EPS: +54.4% | Sales: +18.9% 5.4 1.0 9.6 N/A 3.9
CARG
$33.13
Consumer Cyclical		 26.7
Fwd: 13.4		 1.37 0.45
3.0		 29.2%
14.1%		 $2.31
7.0%		 8.7% -11.9% EPS: +363.4% | Sales: +4.8% 7.1 1.0 6.9 N/A 3.9
EXLS
$38.75
Technology		 26.2
Fwd: 17.7		 1.73 0.46
2.9		 26.0%
11.9%		 $1.81
4.7%		 13.2% 25.4% EPS: +29.9% | Sales: +14.4% 5.8 1.0 8.8 N/A 3.9
BKNG
$4899.05
Consumer Cyclical		 31.8
Fwd: 18.4		 1.80 N/A
1.3		 N/A
19.4%		 $257.98
5.3%		 9.5% 9.1% EPS: +3.7% | Sales: +13.0% 6.8 1.0 7.2 N/A 3.9
DT
$46.06
Technology		 27.6
Fwd: 25.1		 1.83 0.03
1.5		 20.6%
27.3%		 $1.58
3.4%		 25.5% N/A EPS: +214.5% | Sales: +18.5% 6.2 1.0 8.0 N/A 3.9
GOOGL
$284.75
Communication Services		 28.1
Fwd: 25.6		 1.69 0.11
1.8		 35.5%
32.2%		 $6.09
2.1%		 16.7% 26.8% EPS: +34.3% | Sales: +13.6% 6.2 1.0 8.1 N/A 3.9
PGR
$209.61
Financial		 11.5
Fwd: 12.8		 2.14 0.19
0.7		 34.2%
12.6%		 $29.07
13.9%		 14.1% 16.5% EPS: +32.4% | Sales: +18.4% 5.3 1.0 9.4 N/A 3.9
MELI
$2128.33
Consumer Cyclical		 52.0
Fwd: 34.6		 1.66 2.08
1.2		 40.6%
7.9%		 $130.49
6.1%		 55.4% N/A EPS: +44.5% | Sales: +38.0% 5.6 1.0 8.6 N/A 3.8
CB
$283.05
Financial		 11.8
Fwd: 10.8		 1.42 0.31
0.4		 14.1%
16.5%		 $37.34
13.2%		 10.3% 18.5% EPS: -1.8% | Sales: +6.7% 6.2 1.0 7.5 N/A 3.8
NFLX
$1097.02
Communication Services		 45.8
Fwd: 33.9		 1.79 0.66
1.3		 42.9%
24.1%		 $21.16
1.9%		 14.0% 36.9% EPS: +35.5% | Sales: +15.5% 5.8 1.0 8.0 N/A 3.8
CPNG
$29.00
Consumer Cyclical		 137.2
Fwd: 55.2		 1.08 1.04
1.1		 8.7%
1.2%		 $0.69
2.4%		 37.0% N/A EPS: -62.5% | Sales: +16.6% 6.8 1.0 6.6 N/A 3.7
AMAT
$233.53
Technology		 27.8
Fwd: 24.5		 3.53 0.35
2.5		 35.6%
23.9%		 $7.31
3.1%		 13.2% 24.6% EPS: -6.0% | Sales: +6.7% 4.0 2.3 8.1 N/A 3.7
APH
$138.11
Technology		 46.0
Fwd: 35.4		 1.38 0.64
2.1		 34.8%
18.2%		 $2.91
2.1%		 13.1% 15.4% EPS: +72.3% | Sales: +47.4% 5.9 1.0 7.3 N/A 3.6
ADP
$252.36
Technology		 24.9
Fwd: 21.1		 2.65 1.55
1.1		 70.6%
19.8%		 $11.38
4.5%		 7.1% 11.9% EPS: +8.3% | Sales: +7.1% 3.9 2.3 7.5 N/A 3.6
GDDY
$132.95
Technology		 22.9
Fwd: 18.6		 2.12 42.17
0.6		 369.4%
17.0%		 $11.38
8.6%		 8.9% 53.6% EPS: -55.1% | Sales: +8.8% 5.3 1.0 8.0 N/A 3.6
SAP
$253.88
Technology		 38.0
Fwd: 30.4		 1.36 0.21
1.1		 16.3%
19.5%		 $6.32
2.5%		 3.7% -1.4% EPS: +167.2% | Sales: +11.8% 6.7 1.0 5.6 N/A 3.5
RMD
$249.65
Healthcare		 25.6
Fwd: 20.6		 2.25 0.14
2.9		 25.4%
27.4%		 $12.11
4.9%		 11.7% 17.4% EPS: +29.6% | Sales: +9.4% 4.5 1.0 8.8 N/A 3.5
SQ
$70.93
Technology		 15.2
Fwd: 20.0		 1.58 0.28
2.0		 14.3%
12.4%		 $1.74
2.5%		 38.6% 41.5% EPS: +262.3% | Sales: +1.4% 6.0 1.0 6.6 N/A 3.5
LRCX
$162.19
Technology		 35.7
Fwd: 29.1		 2.45 0.44
2.2		 62.3%
29.7%		 $4.42
2.7%		 12.9% 22.4% EPS: +46.7% | Sales: +25.7% 4.7 1.0 8.5 N/A 3.5
DIS
$110.49
Communication Services		 17.3
Fwd: 17.0		 1.26 0.39
0.7		 11.0%
12.3%		 $6.42
5.8%		 5.5% -16.4% EPS: +144.7% | Sales: +5.0% 7.0 1.0 4.9 N/A 3.5
MSFT
$497.10
Technology		 35.4
Fwd: 26.5		 2.01 0.33
1.4		 32.2%
35.7%		 $10.50
2.1%		 14.5% 18.8% EPS: +15.9% | Sales: +15.6% 5.2 1.0 7.7 N/A 3.5
ANET
$134.02
Technology		 51.0
Fwd: 40.0		 2.43 0.00
3.2		 31.7%
39.7%		 $3.22
2.4%		 23.8% 27.4% EPS: +25.4% | Sales: +27.8% 3.8 1.0 9.7 N/A 3.5
SMCI
$40.33
Technology		 32.2
Fwd: 13.2		 1.66 0.73
5.4		 12.8%
3.8%		 $0.37
0.9%		 45.8% 59.9% EPS: -48.3% | Sales: +12.2% 6.1 1.0 6.2 N/A 3.5
FTNT
$80.54
Technology		 33.2
Fwd: 27.8		 3.11 1.35
1.0		 228.0%
28.6%		 $2.65
3.3%		 22.5% 42.9% EPS: +48.1% | Sales: +14.8% 4.0 1.0 9.3 N/A 3.5
ADSK
$294.86
Technology		 61.1
Fwd: 26.1		 3.86 1.01
0.8		 40.2%
15.8%		 $8.84
3.0%		 13.4% 39.7% EPS: -0.9% | Sales: +14.0% 3.7 1.4 8.8 N/A 3.5
AZO
$3673.66
Consumer Cyclical		 25.4
Fwd: 20.1		 2.09 N/A
0.9		 N/A
13.2%		 $107.64
2.9%		 8.4% 15.0% EPS: -3.3% | Sales: +2.4% 5.1 1.0 7.6 N/A 3.4
MANH
$175.49
Technology		 49.9
Fwd: 32.3		 5.62 0.15
1.3		 73.6%
20.2%		 $5.53
3.2%		 11.0% 21.7% EPS: -0.2% | Sales: +4.1% 4.0 1.0 9.1 N/A 3.4
MEDP
$592.19
Healthcare		 41.4
Fwd: 35.8		 3.11 0.49
0.6		 73.7%
18.4%		 $24.02
4.1%		 19.6% 36.5% EPS: +23.9% | Sales: +13.9% 3.4 1.0 10.0 N/A 3.4
KLAC
$1206.40
Technology		 37.9
Fwd: 28.9		 3.43 1.22
2.6		 99.2%
33.8%		 $29.47
2.4%		 15.9% 31.6% EPS: +45.3% | Sales: +22.3% 4.0 1.0 8.9 N/A 3.4
PCTY
$138.42
Technology		 34.6
Fwd: 17.0		 3.43 0.12
1.0		 20.4%
13.8%		 $7.33
5.3%		 23.2% 28.3% EPS: +2.8% | Sales: +13.3% 3.9 1.0 9.1 N/A 3.4
QLYS
$147.02
Technology		 28.5
Fwd: 19.9		 3.36 0.10
1.4		 38.6%
29.0%		 $7.57
5.1%		 13.6% 22.6% EPS: +12.7% | Sales: +9.9% 3.9 1.0 9.1 N/A 3.4
ZM
$82.22
Technology		 21.7
Fwd: 13.9		 5.19 0.01
4.4		 13.6%
25.0%		 $6.16
7.5%		 49.6% 106.5% EPS: +36.6% | Sales: +3.6% 4.1 1.0 8.7 N/A 3.4
AMZN
$243.04
Consumer Cyclical		 34.3
Fwd: 31.0		 1.71 0.41
1.0		 24.3%
11.1%		 $0.99
0.4%		 17.9% 36.9% EPS: +50.7% | Sales: +11.5% 4.6 1.0 8.0 N/A 3.4
CMG
$30.56
Consumer Cyclical		 26.9
Fwd: 25.0		 3.02 1.55
1.5		 45.0%
13.0%		 $1.19
3.9%		 15.2% 35.1% EPS: +5.3% | Sales: +7.3% 3.9 1.0 9.0 N/A 3.4
NVMI
$314.02
Technology		 42.9
Fwd: 32.9		 2.63 0.19
2.6		 24.2%
29.1%		 $6.80
2.2%		 24.5% 35.3% EPS: +51.2% | Sales: +43.7% 4.0 1.0 8.8 N/A 3.4
NSSC
$42.81
Industrials		 34.9
Fwd: 27.9		 2.09 0.03
7.1		 25.0%
23.8%		 $1.44
3.4%		 12.4% 38.9% EPS: -9.9% | Sales: -2.3% 3.8 1.0 9.0 N/A 3.3
USLM
$114.29
Basic Materials		 25.1
Fwd: 23.6		 2.21 0.01
19.0		 24.3%
35.8%		 $3.64
3.2%		 14.9% 32.5% EPS: +31.9% | Sales: +20.3% 4.2 1.0 8.3 N/A 3.3
BMI
$186.74
Technology		 39.8
Fwd: 34.3		 3.59 0.00
3.2		 21.4%
15.4%		 $5.64
3.0%		 14.2% 21.2% EPS: +16.4% | Sales: +12.1% 3.9 1.0 8.7 N/A 3.3
CPRT
$39.98
Industrials		 25.2
Fwd: 21.2		 2.38 0.01
8.2		 18.6%
33.4%		 $1.27
3.2%		 16.1% 16.7% EPS: +13.3% | Sales: +9.7% 4.3 1.0 8.1 N/A 3.3
META
$618.94
Communication Services		 27.4
Fwd: 20.8		 2.27 0.26
2.0		 32.6%
30.9%		 $17.79
2.9%		 18.4% 30.0% EPS: +6.2% | Sales: +21.3% 4.2 1.0 8.2 N/A 3.3
GWW
$952.66
Industrials		 26.6
Fwd: 21.8		 3.65 0.76
2.7		 49.0%
9.8%		 $25.91
2.7%		 8.4% 20.3% EPS: -3.6% | Sales: +4.8% 4.0 1.0 8.3 N/A 3.3
WRB
$74.58
Financial		 15.7
Fwd: 16.0		 2.41 0.32
0.4		 20.9%
13.0%		 $8.64
11.6%		 11.5% 22.7% EPS: +22.0% | Sales: +11.1% 3.9 1.0 8.5 N/A 3.3
PTC
$173.93
Technology		 28.3
Fwd: 20.4		 6.04 0.36
0.9		 21.0%
27.1%		 $7.15
4.1%		 13.4% 40.4% EPS: +72.6% | Sales: +19.2% 4.1 1.0 8.1 N/A 3.2
ONTO
$131.75
Technology		 32.6
Fwd: 23.5		 3.55 0.01
9.6		 10.5%
19.3%		 $4.87
3.7%		 26.4% 129.6% EPS: +20.3% | Sales: +15.5% 3.9 1.0 8.3 N/A 3.2
DOCS
$62.58
Healthcare		 53.7
Fwd: 37.3		 5.24 0.01
6.4		 24.2%
39.9%		 $1.53
2.5%		 37.4% 79.5% EPS: +46.5% | Sales: +19.4% 2.9 1.0 9.7 N/A 3.2
SLB
$36.36
Energy		 14.1
Fwd: 12.3		 N/A 0.50
1.4		 15.5%
10.3%		 $2.74
7.5%		 2.0% N/A EPS: -16.8% | Sales: -2.1% 6.0 1.0 5.1 N/A 3.2
ULTA
$509.85
Consumer Cyclical		 19.5
Fwd: 18.8		 3.37 0.88
1.4		 48.5%
10.3%		 $21.23
4.2%		 8.8% 15.8% EPS: +4.6% | Sales: +2.9% 4.0 1.0 8.1 N/A 3.2
ETSY
$56.80
Consumer Cyclical		 39.7
Fwd: 22.4		 4.92 N/A
3.2		 N/A
6.4%		 $6.44
11.3%		 28.0% 25.2% EPS: -21.0% | Sales: +2.0% 4.2 1.0 7.5 N/A 3.2
AXP
$365.73
Financial		 24.6
Fwd: 21.0		 1.97 1.83
7.2		 33.7%
13.2%		 $27.50
7.5%		 9.6% 11.9% EPS: +9.6% | Sales: +8.1% 4.5 1.0 7.0 N/A 3.1
CTSH
$72.83
Technology		 16.9
Fwd: 13.0		 1.94 0.08
2.4		 14.5%
10.2%		 $5.49
7.5%		 3.3% 6.5% EPS: -4.6% | Sales: +7.4% 5.5 1.0 5.5 N/A 3.1
LMT
$468.92
Industrials		 26.2
Fwd: 16.0		 2.20 3.59
1.1		 62.8%
5.7%		 $19.85
4.2%		 3.5% 0.3% EPS: -35.1% | Sales: +2.9% 5.3 1.0 5.8 N/A 3.1
ZTS
$119.56
Healthcare		 20.1
Fwd: 17.5		 2.48 1.35
3.6		 49.9%
28.2%		 $5.08
4.3%		 8.1% 11.9% EPS: +11.5% | Sales: +2.7% 4.3 1.0 7.2 N/A 3.1
FICO
$1674.80
Technology		 63.1
Fwd: 33.6		 2.58 N/A
0.8		 N/A
32.8%		 $32.07
1.9%		 9.0% 27.4% EPS: +34.3% | Sales: +15.9% 3.7 1.0 8.1 N/A 3.1
REGN
$646.87
Healthcare		 15.5
Fwd: 15.1		 4.62 0.09
4.1		 15.2%
32.1%		 $40.18
6.2%		 16.7% 15.7% EPS: +0.5% | Sales: +2.9% 3.8 1.0 8.1 N/A 3.1
LOW
$231.35
Consumer Cyclical		 19.0
Fwd: 17.4		 2.94 N/A
1.1		 N/A
8.2%		 $13.71
5.9%		 3.0% 17.4% EPS: +0.8% | Sales: -0.5% 4.0 1.0 7.7 N/A 3.1
MS
$163.42
Financial		 16.8
Fwd: 15.6		 1.27 3.92
1.6		 15.2%
13.8%		 $6.48
4.0%		 14.8% 8.9% EPS: +48.2% | Sales: +7.2% 6.1 1.0 4.5 N/A 3.1
POOL
$248.37
Industrials		 22.7
Fwd: 21.4		 4.75 1.01
2.6		 29.2%
7.8%		 $10.60
4.3%		 10.7% 12.0% EPS: -6.0% | Sales: -0.6% 4.1 1.0 7.5 N/A 3.1
INTU
$653.64
Technology		 47.7
Fwd: 24.9		 3.39 0.34
1.4		 20.3%
20.6%		 $21.82
3.3%		 19.6% 14.6% EPS: +30.6% | Sales: +15.6% 3.9 1.0 7.7 N/A 3.1
ELF
$76.54
Consumer Defensive		 54.3
Fwd: 21.9		 6.14 0.80
2.7		 8.8%
5.9%		 $2.50
3.3%		 36.0% 40.4% EPS: -21.4% | Sales: +13.8% 4.0 1.0 7.5 N/A 3.1
WPM
$96.28
Basic Materials		 55.5
Fwd: 30.4		 1.72 0.00
7.4		 10.6%
47.5%		 $1.68
1.7%		 8.3% 43.3% EPS: +38.0% | Sales: +46.8% 4.3 1.0 7.1 N/A 3.1
COST
$923.58
Consumer Defensive		 50.7
Fwd: 41.8		 4.79 0.34
1.0		 30.7%
2.9%		 $17.68
1.9%		 10.5% 15.1% EPS: +9.9% | Sales: +8.2% 2.9 1.0 9.1 N/A 3.1
NOW
$858.77
Technology		 103.8
Fwd: 42.1		 5.02 0.21
1.0		 16.8%
13.7%		 $19.03
2.2%		 26.0% 16.6% EPS: +28.7% | Sales: +21.1% 3.2 1.0 8.4 N/A 3.1
SE
$153.56
Consumer Cyclical		 77.9
Fwd: 31.2		 1.59 0.43
1.6		 14.5%
6.2%		 N/A
N/A		 50.5% N/A EPS: +670.7% | Sales: +34.1% 4.7 1.0 6.2 N/A 3.1
BRO
$76.42
Financial		 22.9
Fwd: 16.2		 2.18 0.65
1.2		 10.5%
18.0%		 $3.80
5.0%		 15.1% 19.7% EPS: -9.3% | Sales: +17.9% 4.1 1.0 7.1 N/A 3.0
DPZ
$401.46
Consumer Cyclical		 23.5
Fwd: 20.5		 2.75 N/A
1.6		 N/A
12.2%		 $18.69
4.7%		 5.4% 11.8% EPS: +5.0% | Sales: +3.9% 3.9 1.0 7.4 N/A 3.0
AMT
$178.09
Real Estate		 28.4
Fwd: 25.7		 1.90 11.39
0.6		 77.4%
28.1%		 $7.88
4.4%		 6.0% 2.6% EPS: +163.9% | Sales: -5.3% 5.3 1.0 5.2 N/A 3.0
CRM
$239.27
Technology		 34.8
Fwd: 18.8		 2.76 0.19
1.0		 11.2%
16.9%		 $13.13
5.5%		 17.2% 112.1% EPS: +19.7% | Sales: +8.3% 3.9 1.0 7.3 N/A 3.0
JPM
$313.42
Financial		 15.5
Fwd: 14.8		 1.94 3.06
1.1		 16.4%
20.4%		 $16.85
5.4%		 14.5% 13.0% EPS: +12.3% | Sales: +1.9% 4.5 1.0 6.3 N/A 3.0
OKTA
$85.87
Technology		 101.2
Fwd: 23.7		 8.03 0.14
1.3		 2.6%
6.1%		 $4.81
5.6%		 34.8% N/A EPS: +217.1% | Sales: +12.7% 3.9 1.0 7.3 N/A 3.0
PH
$834.15
Industrials		 30.8
Fwd: 26.1		 3.83 0.69
1.2		 27.4%
17.8%		 $26.41
3.2%		 7.7% 23.9% EPS: +24.4% | Sales: -0.4% 3.5 1.0 7.8 N/A 3.0
BR
$217.49
Technology		 27.8
Fwd: 21.3		 2.89 1.32
0.9		 38.2%
13.1%		 $11.03
5.1%		 8.1% 12.4% EPS: +35.0% | Sales: +8.6% 4.1 1.0 6.9 N/A 3.0
CMI
$462.80
Industrials		 21.8
Fwd: 18.8		 2.07 0.74
1.6		 27.6%
8.7%		 $11.99
2.6%		 7.7% 14.4% EPS: +53.4% | Sales: -1.3% 4.7 1.0 6.0 N/A 3.0
DOCU
$69.73
Technology		 52.6
Fwd: 17.3		 5.94 0.06
0.7		 14.2%
9.1%		 $4.65
6.7%		 25.0% N/A EPS: -71.4% | Sales: +8.3% 3.9 1.0 7.2 N/A 3.0
GD
$340.30
Industrials		 22.1
Fwd: 19.8		 1.95 0.40
1.4		 17.8%
8.2%		 $17.82
5.2%		 3.9% 2.6% EPS: +17.4% | Sales: +11.9% 5.0 1.0 5.5 N/A 3.0
MAR
$281.14
Consumer Cyclical		 29.7
Fwd: 24.9		 2.81 N/A
0.5		 N/A
10.1%		 $7.18
2.6%		 3.7% 17.0% EPS: -1.1% | Sales: +4.7% 4.0 1.0 7.0 N/A 3.0
SBUX
$82.22
Consumer Cyclical		 50.5
Fwd: 27.1		 2.66 N/A
0.7		 N/A
5.0%		 $2.15
2.6%		 9.6% 15.7% EPS: -35.2% | Sales: +2.8% 4.0 1.0 7.0 N/A 3.0
IR
$77.68
Industrials		 57.6
Fwd: 21.7		 9.69 0.48
2.2		 5.3%
7.3%		 $3.16
4.1%		 24.2% 22.0% EPS: -34.5% | Sales: +4.2% 3.7 1.0 7.4 N/A 3.0
ILMN
$121.11
Healthcare		 27.1
Fwd: 24.3		 2.50 1.08
1.4		 31.2%
16.4%		 $6.54
5.4%		 4.3% N/A EPS: +144.9% | Sales: -2.4% 3.9 1.0 7.0 N/A 3.0
ROL
$58.65
Consumer Cyclical		 55.1
Fwd: 46.5		 4.25 0.60
0.8		 36.2%
14.0%		 $1.39
2.4%		 10.9% 18.4% EPS: +9.8% | Sales: +11.2% 2.7 1.0 8.8 N/A 3.0
TT
$435.60
Industrials		 33.5
Fwd: 29.4		 2.35 0.55
1.2		 37.1%
13.9%		 $11.51
2.6%		 8.7% 14.0% EPS: +20.4% | Sales: +8.6% 3.7 1.0 7.3 N/A 3.0
VEEV
$291.21
Healthcare		 59.7
Fwd: 34.4		 4.22 0.01
5.6		 13.7%
27.3%		 $8.10
2.8%		 20.0% 17.8% EPS: +30.5% | Sales: +15.3% 2.9 1.0 8.5 N/A 3.0
CTAS
$184.89
Industrials		 41.1
Fwd: 34.5		 3.91 0.56
1.4		 42.0%
17.5%		 $4.22
2.3%		 7.8% 16.8% EPS: +13.6% | Sales: +8.2% 3.0 1.0 8.3 N/A 3.0
JKHY
$163.08
Technology		 24.8
Fwd: 23.4		 3.80 0.01
1.1		 23.4%
19.9%		 $8.20
5.0%		 7.0% 10.1% EPS: +19.4% | Sales: +7.8% 3.8 1.0 7.2 N/A 3.0
MSI
$389.10
Technology		 31.2
Fwd: 23.9		 3.73 4.27
1.0		 115.8%
18.7%		 $14.49
3.7%		 6.5% 13.3% EPS: +35.4% | Sales: +6.2% 3.9 1.0 6.9 N/A 3.0
EPAM
$168.00
Technology		 24.0
Fwd: 13.6		 2.91 0.04
3.2		 11.4%
7.9%		 $7.36
4.4%		 15.6% 11.6% EPS: -0.3% | Sales: +9.7% 4.1 1.0 6.5 N/A 2.9
GATX
$152.94
Industrials		 17.9
Fwd: 15.7		 1.91 3.32
1.8		 11.9%
18.0%		 N/A
N/A		 5.7% 6.0% EPS: +13.6% | Sales: +10.7% 5.4 1.0 4.5 N/A 2.9
V
$336.96
Financial		 33.3
Fwd: 23.3		 2.69 0.66
1.1		 51.7%
49.8%		 $11.20
3.3%		 12.9% 16.7% EPS: +3.0% | Sales: +11.3% 2.4 1.0 9.0 N/A 2.9
VRSK
$212.87
Industrials		 32.5
Fwd: 27.7		 3.67 12.98
1.2		 270.5%
30.4%		 $8.01
3.8%		 2.0% 19.9% EPS: +2.0% | Sales: +7.3% 3.1 1.0 7.9 N/A 2.9
AMD
$237.70
Technology		 117.5
Fwd: 37.4		 2.79 0.06
2.3		 5.3%
10.3%		 $3.36
1.4%		 30.8% 26.9% EPS: +80.5% | Sales: +31.8% 3.2 1.1 7.5 N/A 2.9
MNST
$66.31
Consumer Defensive		 41.4
Fwd: 31.2		 3.29 0.00
3.5		 24.1%
20.5%		 $1.90
2.9%		 12.3% 8.0% EPS: -0.5% | Sales: +3.7% 2.7 1.0 8.4 N/A 2.9
ENPH
$31.17
Technology		 21.6
Fwd: 14.8		 12.19 1.24
2.0		 20.3%
12.9%		 $1.66
5.3%		 16.3% -9.4% EPS: +227.0% | Sales: +21.0% 4.1 1.0 6.3 N/A 2.9
CELH
$45.06
Consumer Defensive		 124.2
Fwd: 30.2		 2.04 0.42
2.1		 7.9%
5.6%		 $0.82
1.8%		 78.3% 54.3% EPS: -64.7% | Sales: +11.8% 3.3 1.0 7.4 N/A 2.9
CHKP
$196.52
Technology		 21.5
Fwd: 18.6		 2.60 0.00
1.2		 34.2%
37.6%		 $10.93
5.6%		 5.2% 6.3% EPS: +25.3% | Sales: +6.3% 4.0 1.0 6.4 N/A 2.9
IDXX
$713.74
Healthcare		 56.6
Fwd: 49.7		 3.68 0.71
1.1		 64.6%
24.6%		 $12.07
1.7%		 10.1% 16.9% EPS: +21.4% | Sales: +8.4% 2.6 1.0 8.5 N/A 2.9
SOFI
$27.16
Financial		 49.1
Fwd: 44.9		 1.71 0.32
4.9		 8.6%
14.4%		 $1.30
4.8%		 39.2% N/A EPS: +215.8% | Sales: +22.4% 3.4 1.0 7.3 N/A 2.9
HD
$369.07
Consumer Cyclical		 25.1
Fwd: 22.7		 4.87 5.75
1.1		 193.9%
8.9%		 $14.29
3.9%		 7.7% 7.8% EPS: -1.0% | Sales: +8.5% 3.9 1.0 6.5 N/A 2.9
QCOM
$173.20
Technology		 35.4
Fwd: 13.8		 15.13 0.70
2.8		 23.3%
12.5%		 $11.88
6.9%		 13.5% 2.1% EPS: +34.2% | Sales: +13.7% 3.9 1.0 6.5 N/A 2.9
ITW
$244.30
Industrials		 23.7
Fwd: 21.8		 32.48 2.79
1.5		 91.7%
19.1%		 $9.81
4.0%		 2.4% 8.6% EPS: -10.9% | Sales: -0.4% 3.9 1.0 6.5 N/A 2.9
NOC
$571.96
Industrials		 20.5
Fwd: 19.8		 3.34 1.09
1.1		 26.1%
9.8%		 $12.85
2.2%		 3.9% 16.5% EPS: +72.3% | Sales: -0.1% 4.1 1.0 6.1 N/A 2.9
BABA
$167.61
Consumer Cyclical		 19.6
Fwd: 17.5		 2.24 0.23
1.4		 15.2%
14.8%		 $4.78
2.9%		 13.5% -1.3% EPS: +128.7% | Sales: +5.5% 4.4 1.0 5.7 N/A 2.8
CHD
$86.21
Consumer Defensive		 27.1
Fwd: 23.0		 5.32 0.57
1.1		 18.6%
12.7%		 $4.26
4.9%		 7.0% -0.6% EPS: +42.0% | Sales: +1.4% 4.0 1.0 6.2 N/A 2.8
LIN
$415.32
Basic Materials		 27.8
Fwd: 23.2		 3.43 0.67
0.8		 18.2%
21.2%		 $10.87
2.6%		 3.2% 26.6% EPS: +13.2% | Sales: +1.4% 3.5 1.0 6.9 N/A 2.8
ON
$48.80
Technology		 63.7
Fwd: 16.8		 72.37 0.46
5.2		 3.9%
5.2%		 $3.40
7.0%		 5.1% 48.2% EPS: -81.1% | Sales: -16.1% 4.1 1.0 6.0 N/A 2.8
JNJ
$186.97
Healthcare		 18.0
Fwd: 16.2		 2.45 0.58
1.1		 33.6%
27.3%		 $8.13
4.3%		 1.6% 0.6% EPS: +71.1% | Sales: +5.1% 4.3 1.0 5.6 N/A 2.8
PAYX
$112.82
Technology		 25.3
Fwd: 19.1		 3.27 1.26
1.3		 41.3%
27.9%		 $5.04
4.5%		 6.6% 8.5% EPS: -5.0% | Sales: +9.1% 4.1 1.0 6.0 N/A 2.8
TMO
$565.98
Healthcare		 32.7
Fwd: 23.0		 4.39 0.70
1.5		 13.1%
15.0%		 $16.26
2.9%		 10.9% 12.5% EPS: +8.3% | Sales: +3.2% 4.0 1.0 6.1 N/A 2.8
MA
$553.28
Financial		 35.4
Fwd: 28.9		 2.35 2.40
1.1		 185.7%
45.2%		 $18.73
3.4%		 10.8% 11.8% EPS: +18.2% | Sales: +15.7% 2.7 1.0 8.0 N/A 2.8
WST
$275.34
Healthcare		 40.8
Fwd: 35.3		 4.35 0.10
2.9		 16.9%
16.3%		 $5.27
1.9%		 9.4% 15.8% EPS: -0.3% | Sales: +4.9% 3.4 1.0 7.0 N/A 2.8
PSA
$273.96
Real Estate		 28.5
Fwd: 26.3		 22.96 1.08
1.7		 20.0%
35.4%		 $16.69
6.1%		 10.5% 7.8% EPS: -0.2% | Sales: +2.3% 3.1 1.0 7.4 N/A 2.8
UNP
$217.99
Industrials		 18.5
Fwd: 17.1		 2.44 1.90
0.8		 41.6%
28.7%		 $10.14
4.7%		 2.2% 5.8% EPS: +8.2% | Sales: +1.1% 4.3 1.0 5.5 N/A 2.8
PEP
$141.58
Consumer Defensive		 26.9
Fwd: 16.5		 7.72 2.62
0.9		 37.2%
7.8%		 $4.96
3.5%		 6.5% 6.0% EPS: -22.6% | Sales: +0.5% 3.9 1.0 6.2 N/A 2.8
XOM
$114.50
Energy		 16.6
Fwd: 15.4		 3.48 0.16
1.1		 11.3%
9.2%		 $5.64
4.9%		 5.8% 18.5% EPS: -14.2% | Sales: -4.2% 4.1 1.0 5.8 N/A 2.8
NKE
$61.89
Consumer Cyclical		 31.7
Fwd: 24.8		 2.67 0.82
2.2		 21.1%
6.2%		 $2.04
3.3%		 4.4% 6.3% EPS: -44.3% | Sales: -7.1% 4.2 1.0 5.6 N/A 2.8
ROST
$160.23
Consumer Cyclical		 25.4
Fwd: 23.3		 4.33 0.88
1.6		 38.0%
9.6%		 $5.16
3.2%		 5.7% 6.5% EPS: +1.5% | Sales: +1.9% 3.9 1.0 6.1 N/A 2.8
VICI
$29.78
Real Estate		 11.3
Fwd: 10.5		 2.52 0.64
1.1		 10.4%
70.2%		 $2.30
7.7%		 33.9% 15.5% EPS: -2.5% | Sales: +4.3% 3.5 1.0 6.7 N/A 2.8
HLT
$265.27
Consumer Cyclical		 38.4
Fwd: 29.2		 2.83 N/A
0.7		 N/A
14.2%		 $10.28
3.9%		 3.4% 15.1% EPS: +48.0% | Sales: +6.7% 3.2 1.0 7.0 N/A 2.8
ORLY
$95.00
Consumer Cyclical		 32.9
Fwd: 28.6		 3.14 N/A
0.8		 N/A
14.2%		 $1.85
1.9%		 10.5% 17.9% EPS: +7.0% | Sales: +6.2% 3.1 1.0 7.1 N/A 2.8
PWR
$442.90
Industrials		 65.7
Fwd: 35.6		 3.88 0.72
1.3		 13.2%
3.7%		 $8.39
1.9%		 14.3% 17.2% EPS: +24.0% | Sales: +18.7% 3.0 1.0 7.3 N/A 2.8
AVGO
$355.59
Technology		 90.8
Fwd: 38.2		 2.57 0.88
1.5		 27.1%
31.6%		 $5.28
1.5%		 17.9% 13.9% EPS: +235.7% | Sales: +28.0% 2.9 1.0 7.4 N/A 2.8
TXN
$161.38
Technology		 29.4
Fwd: 26.5		 2.39 0.84
4.5		 29.6%
29.1%		 $2.29
1.4%		 1.7% -0.2% EPS: +1.6% | Sales: +9.9% 4.5 1.0 5.0 N/A 2.8
CINF
$161.38
Financial		 12.0
Fwd: 19.1		 1.91 0.06
0.6		 14.5%
17.6%		 $17.89
11.1%		 7.4% 3.7% EPS: -30.7% | Sales: -0.6% 4.0 1.0 5.7 N/A 2.7
LHX
$285.02
Industrials		 30.6
Fwd: 22.9		 10.85 0.61
1.1		 9.1%
8.1%		 $10.10
3.5%		 2.9% 16.5% EPS: +47.0% | Sales: +2.8% 4.0 1.0 5.7 N/A 2.7
LMAT
$85.60
Healthcare		 41.6
Fwd: 34.4		 3.25 0.51
13.6		 13.8%
20.1%		 $2.31
2.7%		 13.4% 17.0% EPS: +24.0% | Sales: +14.1% 3.2 1.0 6.9 N/A 2.7
PODD
$323.40
Healthcare		 98.4
Fwd: 54.3		 3.04 0.97
2.2		 19.2%
10.0%		 $5.62
1.7%		 22.9% 98.8% EPS: -40.5% | Sales: +26.0% 2.4 1.0 8.1 N/A 2.7
SHW
$333.66
Basic Materials		 32.6
Fwd: 26.5		 4.19 3.25
0.8		 59.9%
11.1%		 $9.79
2.9%		 5.2% 13.9% EPS: +2.0% | Sales: +1.0% 3.0 1.0 7.2 N/A 2.7
WDAY
$224.50
Technology		 103.8
Fwd: 21.2		 4.85 0.41
2.0		 6.7%
6.5%		 $8.97
4.0%		 18.4% N/A EPS: -62.6% | Sales: +14.2% 3.9 1.0 5.8 N/A 2.7
ABBV
$219.04
Healthcare		 165.3
Fwd: 15.1		 9.56 N/A
0.7		 138.5%
3.9%		 $11.14
5.1%		 11.1% -14.7% EPS: -53.8% | Sales: +7.4% 3.6 1.2 5.9 N/A 2.7
HON
$195.91
Industrials		 20.6
Fwd: 19.2		 3.49 2.28
1.4		 35.9%
15.1%		 $9.71
5.0%		 1.0% 0.7% EPS: +9.6% | Sales: +7.5% 4.1 1.0 5.5 N/A 2.7
AME
$197.25
Industrials		 31.1
Fwd: 24.8		 3.95 0.26
1.2		 14.6%
20.5%		 $7.14
3.6%		 6.1% 9.6% EPS: +10.4% | Sales: +3.7% 3.5 1.0 6.3 N/A 2.7
CAT
$569.78
Industrials		 29.2
Fwd: 25.8		 4.58 2.01
1.4		 46.3%
14.3%		 $16.15
2.8%		 3.8% 15.5% EPS: -9.7% | Sales: -1.5% 3.1 1.0 6.9 N/A 2.7
HOOD
$127.08
Financial		 52.8
Fwd: 56.7		 2.42 2.25
1.2		 27.8%
52.0%		 N/A
N/A		 60.7% N/A EPS: +508.7% | Sales: +73.2% 2.3 1.0 8.2 N/A 2.7
RSG
$204.23
Industrials		 30.4
Fwd: 27.9		 3.91 1.14
0.6		 18.2%
12.8%		 $8.17
4.0%		 9.2% 14.3% EPS: +7.6% | Sales: +4.3% 3.4 1.0 6.5 N/A 2.7
GGG
$81.24
Industrials		 27.8
Fwd: 25.6		 3.64 0.02
3.2		 19.4%
22.7%		 $3.76
4.6%		 5.1% 7.1% EPS: +3.1% | Sales: +2.9% 3.4 1.0 6.4 N/A 2.7
CDNS
$324.45
Technology		 83.7
Fwd: 40.2		 5.21 0.48
3.0		 21.7%
20.4%		 $5.43
1.7%		 14.7% 1.8% EPS: +1.6% | Sales: +19.7% 3.2 1.0 6.7 N/A 2.7
FIS
$64.68
Technology		 203.7
Fwd: 10.2		 20.96 0.94
0.5		 1.1%
1.7%		 $3.83
5.9%		 -0.4% 16.5% EPS: +102.2% | Sales: +4.3% 4.1 1.0 5.3 N/A 2.7
SNPS
$396.14
Technology		 31.0
Fwd: 28.2		 3.31 0.55
1.6		 6.6%
31.1%		 $7.01
1.8%		 12.8% 33.3% EPS: +31.6% | Sales: +3.2% 3.9 1.0 5.6 N/A 2.7
TDY
$506.68
Technology		 29.4
Fwd: 21.4		 3.29 0.24
1.8		 8.1%
13.6%		 $22.12
4.4%		 12.4% 9.9% EPS: -12.8% | Sales: +7.4% 4.1 1.0 5.3 N/A 2.7
UPS
$93.60
Industrials		 14.5
Fwd: 13.1		 12.58 1.85
1.3		 33.7%
6.2%		 $5.19
5.5%		 4.2% 5.8% EPS: -2.2% | Sales: -1.2% 4.0 1.0 5.5 N/A 2.7
TRMB
$78.82
Technology		 53.6
Fwd: 23.0		 4.68 0.24
1.0		 6.1%
9.9%		 $1.32
1.7%		 2.4% 24.5% EPS: -80.8% | Sales: -0.9% 3.9 1.0 5.6 N/A 2.7
ATEN
$17.79
Technology		 26.1
Fwd: 18.7		 3.83 1.11
3.6		 23.9%
17.8%		 $1.00
5.6%		 4.2% N/A EPS: +3.5% | Sales: +10.3% 3.9 1.0 5.5 N/A 2.7
PANW
$211.37
Technology		 132.1
Fwd: 49.0		 9.79 0.05
0.9		 17.4%
12.3%		 $5.13
2.4%		 22.0% N/A EPS: -57.4% | Sales: +14.9% 2.9 1.0 7.0 N/A 2.7
ETN
$377.40
Industrials		 37.7
Fwd: 27.4		 2.97 0.60
1.3		 20.7%
14.7%		 $8.55
2.3%		 3.1% 12.6% EPS: +6.2% | Sales: +8.2% 3.2 1.0 6.4 N/A 2.6
ICE
$147.52
Financial		 26.9
Fwd: 19.6		 2.35 0.68
1.0		 11.3%
26.6%		 $7.88
5.3%		 12.4% 6.9% EPS: +30.2% | Sales: +9.0% 3.6 1.0 5.9 N/A 2.6
COF
$216.88
Financial		 92.0
Fwd: 10.4		 4.20 0.45
2.1		 1.5%
1.7%		 $32.81
15.1%		 9.8% 1.0% EPS: -77.6% | Sales: +19.4% 4.0 1.0 5.1 N/A 2.6
TJX
$143.77
Consumer Cyclical		 32.8
Fwd: 28.3		 3.46 1.48
1.2		 59.8%
8.6%		 $3.63
2.5%		 6.2% 9.8% EPS: +5.8% | Sales: +4.1% 3.4 1.0 6.1 N/A 2.6
TDG
$1271.60
Industrials		 42.2
Fwd: 31.6		 3.85 N/A
3.1		 N/A
20.4%		 $33.83
2.7%		 8.7% 13.1% EPS: +11.4% | Sales: +12.9% 3.2 1.0 6.3 N/A 2.6
BSX
$99.05
Healthcare		 53.0
Fwd: 28.5		 3.28 0.51
1.5		 12.7%
14.4%		 $2.58
2.6%		 9.3% -17.8% EPS: +54.8% | Sales: +21.6% 3.7 1.0 5.5 N/A 2.6
MCD
$298.41
Consumer Cyclical		 25.4
Fwd: 22.6		 3.67 N/A
1.0		 N/A
32.0%		 $10.33
3.5%		 3.9% 7.7% EPS: +2.1% | Sales: +1.3% 3.6 1.0 5.7 N/A 2.6
QSR
$68.16
Consumer Cyclical		 24.3
Fwd: 17.0		 2.60 4.69
1.1		 28.1%
9.9%		 $3.06
4.5%		 8.4% 5.8% EPS: -29.9% | Sales: +16.8% 3.9 1.0 5.2 N/A 2.6
ROP
$444.48
Technology		 30.6
Fwd: 20.6		 3.58 0.47
0.6		 8.2%
20.3%		 $22.85
5.1%		 5.6% -3.1% EPS: +6.8% | Sales: +13.9% 4.1 1.0 4.9 N/A 2.6
UL
$60.91
Consumer Defensive		 25.0
Fwd: 16.8		 3.36 1.80
0.8		 28.4%
9.3%		 $2.74
4.5%		 2.5% 0.7% EPS: -14.6% | Sales: -0.3% 3.9 1.0 5.2 N/A 2.6
CMCSA
$27.31
Communication Services		 4.5
Fwd: 6.5		 2.96 1.02
0.9		 24.7%
18.3%		 $5.75
21.1%		 2.6% 7.9% EPS: +61.5% | Sales: +0.2% 4.0 1.0 5.0 N/A 2.6
ORCL
$243.80
Technology		 56.4
Fwd: 30.5		 2.58 4.62
0.6		 71.2%
21.1%		 N/A
N/A		 8.0% 7.1% EPS: +11.2% | Sales: +9.7% 4.0 1.0 5.0 N/A 2.6
ROK
$372.50
Industrials		 43.7
Fwd: 28.3		 3.68 1.12
1.1		 28.5%
12.0%		 $11.74
3.2%		 4.3% 7.3% EPS: -3.3% | Sales: -8.2% 3.2 1.0 6.2 N/A 2.6
SBAC
$194.75
Real Estate		 24.5
Fwd: 22.0		 2.67 N/A
0.5		 N/A
30.7%		 $1.59
0.8%		 5.9% 40.2% EPS: +25.2% | Sales: +4.8% 3.4 1.0 6.0 N/A 2.6
WM
$199.62
Industrials		 31.5
Fwd: 24.0		 3.36 2.45
0.8		 29.3%
10.3%		 $5.96
3.0%		 7.4% 11.8% EPS: -3.1% | Sales: +15.9% 3.5 1.0 5.8 N/A 2.6
IEX
$166.82
Industrials		 26.4
Fwd: 19.9		 5.44 0.48
2.9		 12.2%
14.0%		 $7.80
4.7%		 5.5% 3.6% EPS: -2.3% | Sales: +7.1% 4.0 1.0 4.9 N/A 2.6
NDAQ
$86.19
Financial		 30.7
Fwd: 22.8		 2.16 0.80
1.0		 14.1%
19.9%		 $3.67
4.3%		 11.7% 4.5% EPS: +68.0% | Sales: +16.4% 3.6 1.0 5.6 N/A 2.6
COP
$85.66
Energy		 11.5
Fwd: 13.5		 6.18 0.36
1.3		 15.9%
15.9%		 $5.54
6.5%		 11.0% 4.1% EPS: -17.1% | Sales: +2.5% 3.9 1.0 5.1 N/A 2.6
MKTX
$165.75
Financial		 27.9
Fwd: 20.5		 3.45 0.05
2.3		 16.4%
26.5%		 $9.69
5.8%		 9.8% 6.2% EPS: -14.4% | Sales: +8.3% 3.0 1.0 6.4 N/A 2.6
EA
$200.38
Communication Services		 58.6
Fwd: 21.6		 4.24 0.33
0.8		 13.2%
12.2%		 $6.63
3.3%		 6.4% -16.2% EPS: -12.0% | Sales: -1.4% 3.6 1.0 5.5 N/A 2.6
SHOP
$156.05
Technology		 114.3
Fwd: 85.2		 5.33 0.09
3.9		 15.7%
16.6%		 $1.46
0.9%		 41.3% N/A EPS: +27.9% | Sales: +30.2% 2.0 1.0 7.8 N/A 2.6
FAST
$40.77
Industrials		 38.2
Fwd: 33.5		 3.81 0.13
4.3		 32.7%
15.3%		 $0.84
2.1%		 7.2% 7.8% EPS: +6.0% | Sales: +6.9% 2.9 1.0 6.5 N/A 2.6
KO
$69.06
Consumer Defensive		 22.9
Fwd: 21.5		 3.66 1.52
1.2		 45.1%
27.3%		 $1.29
1.9%		 4.6% 3.5% EPS: +25.4% | Sales: +2.9% 3.9 1.0 5.0 N/A 2.6
SYK
$353.81
Healthcare		 46.5
Fwd: 23.6		 4.18 0.79
1.9		 14.0%
12.1%		 $10.65
3.0%		 8.7% 7.2% EPS: -18.3% | Sales: +10.9% 3.7 1.0 5.2 N/A 2.6
ISRG
$547.78
Healthcare		 72.5
Fwd: 56.6		 4.85 0.00
4.7		 16.9%
28.6%		 $6.41
1.2%		 13.3% 10.8% EPS: +21.4% | Sales: +22.2% 2.4 1.0 7.1 N/A 2.5
TYL
$465.01
Technology		 64.8
Fwd: 37.0		 4.47 0.18
1.0		 9.2%
13.7%		 $14.38
3.1%		 14.5% 10.6% EPS: +31.4% | Sales: +10.6% 3.2 1.0 5.9 N/A 2.5
HIMS
$41.52
Healthcare		 76.8
Fwd: 55.9		 3.47 1.92
1.9		 26.2%
6.0%		 $0.51
1.2%		 N/A 17.2% EPS: +28.1% | Sales: +78.0% 2.7 1.0 6.6 N/A 2.5
VRSN
$239.60
Technology		 27.9
Fwd: 24.4		 3.25 N/A
0.5		 N/A
49.9%		 $10.84
4.5%		 4.8% 9.2% EPS: -0.0% | Sales: +5.5% 3.8 1.0 5.0 N/A 2.5
EW
$82.44
Healthcare		 35.1
Fwd: 28.7		 3.57 0.07
4.0		 13.6%
23.5%		 $1.37
1.7%		 4.6% -2.4% EPS: +65.3% | Sales: +0.2% 3.7 1.0 5.0 N/A 2.5
EXR
$131.06
Real Estate		 29.3
Fwd: 26.9		 3.48 1.00
1.2		 6.9%
28.4%		 $7.81
6.0%		 20.0% 4.5% EPS: +17.2% | Sales: +3.4% 3.1 1.0 6.0 N/A 2.5
XYL
$150.34
Industrials		 38.7
Fwd: 27.1		 2.96 0.19
2.0		 8.7%
10.7%		 $3.80
2.5%		 10.2% 10.6% EPS: +13.8% | Sales: +5.6% 3.2 1.0 5.8 N/A 2.5
DHR
$210.67
Healthcare		 43.4
Fwd: 25.1		 5.83 0.36
1.5		 6.8%
14.4%		 $7.10
3.4%		 5.9% 9.0% EPS: -7.6% | Sales: +2.2% 3.7 1.0 4.9 N/A 2.5
RTX
$175.10
Industrials		 36.0
Fwd: 25.8		 3.61 0.63
1.1		 10.5%
7.7%		 $3.91
2.2%		 12.2% -11.1% EPS: +39.6% | Sales: +8.8% 3.5 1.0 5.2 N/A 2.5
SPGI
$490.00
Financial		 35.6
Fwd: 24.8		 2.95 0.36
1.0		 12.6%
28.1%		 $18.03
3.7%		 16.2% 7.5% EPS: +21.4% | Sales: +9.0% 2.7 1.0 6.4 N/A 2.5
MDT
$90.06
Healthcare		 24.9
Fwd: 14.8		 4.21 0.60
2.0		 9.7%
13.6%		 $4.13
4.6%		 3.0% 0.4% EPS: +22.1% | Sales: +5.0% 3.9 1.0 4.6 N/A 2.5
O
$56.33
Real Estate		 52.6
Fwd: 36.6		 2.94 0.74
2.2		 2.5%
17.1%		 $3.99
7.1%		 28.9% -6.6% EPS: +1.8% | Sales: +11.2% 2.7 1.0 6.3 N/A 2.5
HOLX
$74.15
Healthcare		 29.9
Fwd: 14.8		 3.55 0.50
3.8		 11.1%
13.8%		 $4.13
5.6%		 1.7% -10.0% EPS: -25.3% | Sales: +1.7% 3.6 1.0 5.0 N/A 2.5
WMT
$101.68
Consumer Defensive		 38.4
Fwd: 34.5		 4.06 0.72
0.8		 24.5%
3.1%		 $1.72
1.7%		 5.4% 6.8% EPS: +38.0% | Sales: +4.2% 3.1 1.0 5.6 N/A 2.5
KEYS
$185.05
Technology		 59.0
Fwd: 23.8		 4.96 0.49
3.6		 10.0%
10.4%		 $8.24
4.5%		 3.0% 1.5% EPS: -39.5% | Sales: +4.8% 3.9 1.0 4.4 N/A 2.5
MCO
$482.21
Financial		 38.8
Fwd: 29.6		 2.90 1.86
1.8		 57.1%
29.9%		 $13.44
2.8%		 8.0% 8.7% EPS: +13.6% | Sales: +8.8% 2.4 1.0 6.7 N/A 2.5
MKC
$64.05
Consumer Defensive		 22.2
Fwd: 20.1		 4.07 0.76
0.7		 13.9%
11.5%		 $2.44
3.8%		 4.7% 2.2% EPS: -1.8% | Sales: +1.6% 3.9 1.0 4.4 N/A 2.5
TRI
$138.97
Industrials		 35.7
Fwd: 31.2		 3.55 0.21
0.6		 14.9%
23.8%		 $4.02
2.9%		 4.2% 9.4% EPS: -23.4% | Sales: +3.0% 3.1 1.0 5.6 N/A 2.5
EMR
$131.49
Industrials		 32.5
Fwd: 18.6		 3.75 0.65
0.9		 10.9%
12.7%		 $4.74
3.6%		 1.4% 4.5% EPS: +59.7% | Sales: +3.0% 3.7 1.0 4.6 N/A 2.4
ENB
$46.88
Energy		 23.1
Fwd: 20.4		 3.06 1.54
0.8		 9.8%
9.6%		 $1.89
4.0%		 0.9% -3.0% EPS: +6.5% | Sales: +44.3% 3.4 1.0 5.0 N/A 2.4
KMI
$26.12
Energy		 21.4
Fwd: 19.1		 2.46 1.06
0.6		 8.9%
16.6%		 $1.12
4.3%		 2.8% 4.0% EPS: +7.2% | Sales: +8.5% 3.4 1.0 5.0 N/A 2.4
APD
$258.79
Basic Materials		 37.2
Fwd: 18.5		 4.18 1.18
1.3		 10.3%
13.0%		 N/A
N/A		 6.3% 16.8% EPS: -39.5% | Sales: -0.4% 3.2 1.0 5.2 N/A 2.4
MLM
$608.33
Basic Materials		 32.0
Fwd: 28.0		 2.72 0.61
3.0		 11.6%
17.3%		 $16.70
2.7%		 6.6% 27.1% EPS: -41.1% | Sales: +2.0% 2.9 1.0 5.4 N/A 2.4
CME
$271.42
Financial		 26.3
Fwd: 23.4		 4.12 0.13
1.0		 13.3%
58.1%		 $11.32
4.2%		 4.7% 10.4% EPS: +8.5% | Sales: +5.8% 2.3 1.0 6.2 N/A 2.3
BLK
$1069.44
Financial		 27.8
Fwd: 19.7		 2.29 0.27
4.0		 12.6%
25.9%		 $24.64
2.3%		 7.0% 8.1% EPS: -3.8% | Sales: +15.8% 3.6 1.0 4.2 N/A 2.3
CSGP
$67.36
Real Estate		 1310.5
Fwd: 47.2		 37.36 0.13
3.1		 0.2%
0.7%		 $0.65
1.0%		 14.3% -16.9% EPS: -87.9% | Sales: +14.6% 2.0 1.0 6.3 N/A 2.3
DDOG
$190.82
Technology		 551.3
Fwd: 85.0		 37.30 0.40
3.4		 4.5%
4.1%		 $2.65
1.4%		 49.2% N/A EPS: -25.6% | Sales: +26.0% 2.0 1.0 6.3 N/A 2.3
VMC
$286.30
Basic Materials		 34.0
Fwd: 29.1		 2.38 0.56
2.2		 13.6%
14.2%		 $7.98
2.8%		 8.5% 8.2% EPS: +32.5% | Sales: +6.5% 2.9 1.0 5.0 N/A 2.3
ECL
$253.06
Basic Materials		 36.4
Fwd: 29.8		 2.76 0.91
1.7		 21.7%
12.5%		 $5.48
2.2%		 4.6% 6.7% EPS: -2.5% | Sales: +1.4% 2.7 1.0 5.2 N/A 2.3
TSLA
$445.91
Consumer Cyclical		 297.9
Fwd: 201.7		 33.63 0.17
2.1		 7.0%
5.5%		 $2.05
0.5%		 31.8% N/A EPS: -59.1% | Sales: -1.6% 1.8 1.0 6.6 N/A 2.3
AXON
$587.14
Industrials		 185.9
Fwd: 76.7		 10.63 0.69
3.1		 10.0%
10.1%		 $1.85
0.3%		 31.4% 218.2% EPS: -15.3% | Sales: +31.8% 1.8 1.0 6.3 N/A 2.2
HEI
$317.56
Industrials		 69.6
Fwd: 59.8		 4.04 0.59
3.4		 16.7%
15.0%		 $6.48
2.0%		 13.4% 9.0% EPS: +33.8% | Sales: +13.5% 1.9 1.0 6.0 N/A 2.2
DLR
$168.35
Real Estate		 43.5
Fwd: 102.2		 4.82 0.85
8.1		 6.3%
23.0%		 N/A
N/A		 11.6% -7.3% EPS: +216.8% | Sales: +7.8% 2.2 1.0 5.3 N/A 2.1
BRK-B
$493.15
Financial		 15.8
Fwd: 22.7		 16.26 0.22
5.9		 10.2%
18.1%		 $8.95
1.8%		 7.8% 4.4% EPS: -36.8% | Sales: +0.6% 3.1 1.0 3.8 N/A 2.1
⏰ Last updated: 2025-11-07 00:03:01